Lyme, New Hampshire, United States
I believe that good and affordable financial advice should be available to all. I believe in the importance of helping people understand all aspects of their financial life, and I am passionate about helping them achieve their financial goals and aspirations. I finished (May 2024) my B.S. in Finance with a concentration in Financial Planning at Southern New Hampshire University and passed my Series 65, followed by passing my CFP exam in November 2024. This summer I will return for a third year at the CFP's externship run by Amplified Planning. There, I am learning from Hannah Moore and other certified financial planners, who mentor us on various aspects of financial planning, including: cash flow and data analysis, retirement and college planning, investments and wealth management, tax planning, risk management, and estate planning. As a career changer, I bring a wealth of soft skills and diverse experiences to my new career path. I have been a hobbyist investor beginning with my first investments made at age 16 (VFINX). I take pride and satisfaction in managing my own family’s financial life and have lived experience in: getting a handle on cash flow, saving for long-term goals (buying a house, saving for college and retirement), researching and getting the right insurance coverages and estate planning documents.
During my CFP Summer Externship at Amplified Planning, I gained hands-on experience in financial planning, including cash-flow planning, investment planning, retirement planning, and more. I watched real client meetings, conducted financial analyses, and developed client deliverables with eMoney Advisor. I learned best practices from 50+ industry experts in various planning perspectives.
During my CFP Summer Externship at Amplified Planning, I gained hands-on experience in financial planning, including cash-flow planning, investment planning, retirement planning, and more. I watched real client meetings, conducted financial analyses, and developed client deliverables with eMoney Advisor. I learned best practices from 50+ industry experts in various planning perspectives.
Earned eMoney program certification.