Sue is passionate about helping working women who are responsible for their finances and are concerned about making the right financial decisions. They feel overwhelmed and uncertain where to start or who to trust to help them.
Before working with Sue, they feel frustrated that they don’t have the time to devote to their finances. And the magnitude of making the right decisions about their money leads to stress, procrastination and often no decision.
Sue is a CERTIFIED FINANCIAL PLANNER® and has been in the financial business for more than 20 years. She was 48 when she got married. So she understands the challenges of being solely responsible for your financial decisions and the importance of making your money work for you efficiently and effectively.
With her Optimal Lifestyle Program™, Sue helps women get clear on their goals and how to best position their money so they can make strategic, intentional and smart choices.
Sue understands how difficult it can be to manage all this on your own. And yet, how rewarding and freeing it can be when you are confident in your decisions and have a solid plan in place. That’s why she loves helping women get control of their financial life - freeing them up to enjoy what is really important to them.
Let Sue and her team help you ensure that your lifestyle is optimal and everything you want it to be.