I help empower individuals to feel a sense of confidence in their financial decisions. I offer support, education, resources and just as importantly, accountability. I believe that sometimes the only thing standing between us and our dreams is the proper resource, knowledge and action steps to achieve them. With my 20+ years of experience in financial services, I know I can help you do just that.
Get nBalance is a discussion on the various aspects of financial health and they impact our relationship money. Our focus in on the holistic nature of financial health, not a product or service focus so there is no sales pitch in the podcast. Let's answer financial questions that impact lives.
nBalance Financial is committed to multifaceted solutions for financial health. Our approach addresses the economic, behavioral, psychological, relational, and external factors that impact financial health. We want to hear your unique story to provide a solution tailored to your needs.
nBalance Research conducts research and seminars which focus on the behavioral economics of diversity & inclusion, financial education, and employee engagement. We help organizations execute strategic initiatives.