After earning my Master in Business Administration (MBA) from Southwestern Oklahoma State University in 2013, and before that, my Bachelor in Business Administration from Oklahoma Panhandle State University in 2010, my purpose has been to assist people in navigating their financial journeys. Now as a CFP® professional, a designation from the College for Financial Planning, I am happy to be helping others prepare for their future and achieve their goals every day.
I keep a big picture mentality at the forefront of my planning, but that doesn't mean ignoring the details - I recognize that every person I help has a unique situation, individual needs, and is approaching different destinations in life.
"We try to keep things simple enough that they are actionable, and realistic enough that they are achievable."
I know the Dave Ramsey plan in and out - I follow his financial philosophy myself and encourage my clients to as well. I have clients who are business owners, many who work in the agriculture and ranching industries, and I also have clients who do not. Bottom line is: what I know best are strategies for people to gain financial traction.
One thing I believe in is that just because something's simple, it doesn’t mean that it’s easy. And just because something’s simple doesn’t mean it’s not effective. We try to keep things simple enough that they are actionable, and realistic enough that they are achievable.
At the end of the day, a lot of people tell me what is important to them, but by looking at their bank statement and calendars I can see what really is. My goal is to help align real priorities with spending habits to lower stress and strive for meaningful accomplishments.