My Story
Welcome! I'm Teresa. I'm a wife to Jeremy and mom to Maddy and Colby. My passion for personal finance as well as time freedom has put me in a unique position where I get to help others reach their financial goals one day at a time.
One on One Coaching
We start by determining where your money is being spent
Next, we review monthly bills and insurance policies and make reductions wherever possible
Last, we create a budget to determine where you want your money to be spent
My Experience
B.S. In Finance from Iowa State University
20 years of professional experience in the Insurance and Financial Services industries
Years of experience cutting bills and reducing insurance premiums for myself and others