Achievements

Financial Coaching Certification

As a financial coach, I can:
$$ - Understand how coaching fits into the financial capability continuum (education, counseling, coaching).
$$ - Understand the role of a financial coach in helping clients set goals and develop steps to achieve financial goals.
$$ - Adopt the coaching philosophy and use coaching principles for interacting with clients.
$$ - Discuss fundamental subject matter, analyze critical options, and identify key resources.
$$ - Perform customer service and relationship management activities for delivering financial coaching effectively.
$$ - Exhibit enhanced communication, facilitation, and organizational skills.​

Heart of Financial Planning Award 

This award recognizes individual professionals who engage in extraordinary work, contributing, and giving back to the financial planning community and public through financial planning. The recipients are recognized at the FPA's National Annual Conference.​