About me
Teresa Baumann, AFC
"Teresa is a Certified Personal Financial Counselor (CPFC). As a wife and mom to two teenagers, Teresa understands the unique challenges that families face when it comes to finances. Her warm, patient and encouraging personality has helped hundreds of people grow their savings, pay off debt, and save more for retirement...one step at a time."
One-on-One Financial Coaching
We start by determining where your money is being spent
Next, we review monthly bills and make reductions wherever possible
Lastly, we determine where you want your money to go and make a plan for that to happen in a way that works for YOU and YOUR unique needs.
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, reducing insurance premiums, eliminating debt and growing savings and retirement accounts.
Most importantly above all else, achieving a sense of peace, freedom and control for hundreds of individuals and families in the realm of their personal finances.
Day after day. Year after year. This is my calling in life and I am honored to live it out each and every day that I am able.