I strive for a balance with intentional planning for the future while enjoying the present. I implement a solid foundation of maintaining an emergency fund and consistently saving and investing for future goals, the largest being retirement. I regularly revisit this approach to help me feel confident in my progress and other spending.
I prioritize nourishing my body daily with healthy movement, nutritious meals, and adequate sleep. The forms of exercise I enjoy most are spinning, strength training, yoga, and hiking. I played several sports growing up and like to stay active.
I devote time for reflection to ensure I am living by my values. Spending time in nature and with close friends and family helps me feel more centered.
I enjoy learning and am passionate about education, whether furthering my own or sharing knowledge with others. You can typically find me reading a couple of different types of books at once. Setting ongoing goals personally and professionally helps to fulfill my desire to achieve and challenge myself.
I strongly feel wealth and wellness encompass not only mental and physical health but also financial. I am grateful to be part of a team who leads by example with the Four Capitals and who makes an impact on clients' lives.