I'm on a mission to help you feel strong and confident in your financial situation.
My professional experience in major brokerage firms made me realize that clients with less than 6 or 7 figures to invest weren't getting quality attention from a financial professional. That left most people with nowhere to turn to manage their financial life and start investing in their future!
If that's you, help is here.
Changing your financial life can transform your entire life for the better!
I'm Maggie!
Here's the thing...
I know. I went from simply surviving to thriving. I grew up in government housing, living on food stamps and have a net worth today of over $700,000. That’s why I'm so excited to help you do the same.
Learning how to live within your means and make your money work for you is truly life-changing! I left my 6-figure position as a Financial Consultant to make getting in control of your finances achievable, regardless of your net worth.
Imagine what your money could do for you if it was put to work in the right way. You can find all the free tools you need to get started through my YouTube videos or take a look at my service offerings for more personalized support. Regardless of how you get started, the key is to begin today.
Over 30% of my net worth has come exclusively from investment returns.
The Credentials:
→ CERTIFIED FINANCIAL PLANNER™ (designation received after a 12-month intense study program and 6-hour exam covering a full spectrum of financial planning topics)
→ 8 years of experience working at Charles Schwab, Morgan Stanley, and E*TRADE
→ Held a FINRA Series 7 License (Stock Broker, i.e. I sold investment products)
→ Held a FINRA Series 66 License (licensed to offer investment advice)
i believe...
Everyone deserves expert advice to help them on their financial journey and that your value has nothing to do with your net worth.
i'm not about...
Intimidating financial professionals that make you feel unworthy, unwelcome or uneducated. With the right information and direction, you can learn how to make your money work for you and go from surviving to thriving!
You can do this!
This or That...
coffee
tea
0
beach
mountains
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early bird
night owl
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sweet
salty
0
tacos
pizza
0
let's have some fun!
Did we just become best friends?
Let's Get Started Investing, Together.
Browse my services to get a solid foundation on how to start investing and preparing for your future!
