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I will coach you in building a personalized retirement plan
Senior HR Professional and Financial Coach with 20 years of experience
I have over 20 years of HR leadership & financial educator experience. I build HR systems from the ground up, handle recruiting, policies, employee benefits, handbooks, contracts, and employee relatio...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Life doesn't have to feel overwhelming or uncertain. With the right plan & guidance, you can take control of your finances, create stability, & move toward the future you deserve.
I specialize in helping individuals & families:
- Build a clear path to retirement readiness
- Explore strategies to retire earlier than expected
- Organize finances so you can reduce stress & increase confidence
- Work toward financial independence & lasting security
I bring over 20 years of experience in the financial services industry. As a licensed financial educator & coach, I've guided countless people through life's financial challenges from planning for retirement, kids college planning, to protecting their families, to creating financial freedom.
This isnt about one-size-fits-all advice. It's about understanding your unique goals & building a practical, step-by-step plan to reach them.
When you book with me, you'll receive:
- A Money Discovery Book to help you get clarity
- A free 1-on-1 Zoom session where I'll walk you through strategies tailored to you
Take the first step today. Let's create a roadmap so you can stop worrying about money & start building the life you've always envisioned!
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FAQ
Do you offer any additional forms that are not listed in the description?
Certainly, I offer a wide range of HR forms and memos beyond what is listed in the description. If there is a specific form or memo that you require, please do not hesitate to contact me and I will be happy to create it for you.
Can you provide customized revisions to the HR forms to better suit my company's needs?
Certainly, I am happy to help customize any forms or memos to meet the specific needs of your company. Please provide me with the necessary details and I will work on creating customized documents tailored to your requirements.
What is the file format of the forms and memos you offer?
All the forms are in Microsoft Word, which makes it easy to edit and customize them for your company's needs.
Why are these HR forms important for my company?
Proper documentation is crucial for compliance and maintaining accurate personnel records. These forms can help you ensure that your company is meeting legal requirements and keeping organized records.
What types of HR forms do you offer?
I offer a variety of forms to meet different HR needs, including leave of absence forms, reference check forms, new hire checklists, and more. Please see the list above for more information.
Can I request a custom form that is not listed?
Absolutely! If you need a form that is not on the list, please contact me and I would be happy to create it for you.
Can you customize the forms for my company?
Yes, I can. Please provide me with the necessary details and I will make the required revisions to meet your specific requirements.
Reviews
1 reviews for this Gig
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U user44687880
United States
Seller was straight-forward (love getting to the point to get work done!). She was extremely thorough, got it done before schedule. Total rockstar bad a** B! Awesome
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Recommend to a friend
- Service as described
Sort By
Most relevant
U user44687880
United States
Seller was straight-forward (love getting to the point to get work done!). She was extremely thorough, got it done before schedule. Total rockstar bad a** B! Awesome
Helpful?
