Meet Pam

your expert certified financial planner

I became a financial planner because I have a deep-seated desire to assist people in achieving maximum life satisfaction. My mission is to demonstrate that you are not only capable of realizing your dreams, but you are also well-positioned to make a substantial difference in your lifetime.

discovery call

The constant stress of making or having more money or not losing our money really gets in the way of our joy.

our mission

I believe that we have a calling to enjoy life to the fullest and to be responsible and diligent with our finances. We are called to be good stewards. We are called to live in abundance and not scarcity. We are also called to prosper and give to those who need our help. We must first change our mindset but eventually, we must take action.At some point in our journey, we start feeling like we need to achieve more, have more, spend more. More is not always better. I help you take a step back and analyze where you are and where you want to go without adding more work to your already busy life. The goal is to live fulfilled and enjoy life.