Name of Your Business
Commonwealth Financial Group.
How Does Your Work Enable You to Connect to and Fulfill Your Life Purpose/Passion?
Helping someone to feel and be their best self is the most rewarding and fulfilling feeling. I have always been a very strong advocate for my friends and family members and when someone needs a pep talk before a big event or decision I have always been the go to woman to call. Knowing that my work is supporting others and their dreams has created the most positive environment I could have ever dreamed of.
Who Is Your Ideal Client and Why?
My ideal clients are people who are goal-oriented people who are excited to learn and to succeed in life! If you are ready to roll up your sleeves, take control of your finances and create a strategy to get you to your personal and professional goals faster than you dreamed of, then we are a great match!
What Unique Offerings Do You Provide?
I am a holistic financial advisor that creates a custom financial plan for each client, and then with a focus on education and accountability, coaches you on how to get there. My plans are very comprehensive and cover the following areas: Cash flow and debt management, retirement planning, protection planning, investment planning, income tax planning, estate & charitable giving as well as assistance to loved ones (caring for aging parents and children with disabilities).
Who Was Your Role Model Growing Up? How Did That Person’s Actions Impact You?
My role model growing up was my riding instructor Gail. She taught me some of the most valuable lessons in my life which were to be comfortable being uncomfortable, work hard, be polite, dream bigger, be creative, be accountable and if you believe in yourself anything is possible. She was always having me ride extremely challenging horses and pushing me past my limitations and fears to come out the other side stronger and more capable.
Favorite Place to Escape and Refuel?
I love visiting Western Massachusetts! I love taking trips to Hadley where we reconnect with our friends, nature, favorite restaurants and the horses!
Top 3 Ways to Treat Yourself to Self-Care?
1.I love to go for walks in the woods.
3. Being with animals.
How Do You Express Yourself Creatively?
I love to cook! I especially like to cook with fresh veggies and herbs from my own garden or unique ingredients from farm stands, and cultural markets. For date night, sometimes my husband and I will go to a grocery store like Wegmans and gather random ingredients, see what we grab and then come home and see what we can make out of it!
Last Memorable Book You Read and Why?
I absolutely loved reading Beneath the Scarlet Sky by Mark Sullivan. It is a remarkable true story in World War 2 in Italy. I love this book because it shows how resilient human beings are and even in the darkest moments in the face of great adversity you will never regret staying true to your values.
Favorite Movie and Why?
My favorite movie is Seabiscuit. I love this movie because it’s about a family that chose each other and how despite any limitations that are perceived, you are capable of anything you set your mind to. I also love historical movies and thought this one was done beautifully. The horses are a bonus!
“Go to” Quote or Mantra that Grounds You?
“A Cherokee elder was teaching his young grandson about life. “A fight is going on inside me,” he said to the boy. “It is a terrible fight and it is between two wolves. One is evil- he is anger, envy, sorrow, regret, greed, arrogance, self-pity, guilt, resentment, inferiority, lies, false pride, superiority, self-doubt and ego. The other is good- he is joy, peace, love, hope, serenity, humility, kindness, benevolence, empathy, generosity, truth, compassion and faith. This same fight is going on inside you—and inside every other person, too.” The boy thought about it for a minute and then asked his grandfather, “Which wolf will win?” The elder simply replied, “The one you feed.”
Accomplishment Are You Most Proud of?
One of the accomplishments that I am most proud of was the most neglected horses that I rehabbed. He was a beautiful thoroughbred (though not when we met) and despite having won over $50,000 in earnings from racing he was neglected and abandoned. When he came to me, he had an infection in all of his feet, an infection in his ears, he had over grown teeth preventing him from being able to eat enough and hence was under weight, as well as had muscle atrophy and a disorder called kissing spines. I worked with him for months to bring him back to health and then started working him. I was eventually able to get him back to the level where he was ready to be rehomed and I was able to find him an AMAZING owner. She treats him like a king and he now stays at a high end barn, has a chiropractor, a misuse and custom supplements. I have gone to visit him since he has been rehomed and he is so happy and spoiled <3
Best Lesson Learned in Life So Far?
Love and appreciate every age that you are because you only get to live it once.
Advice to Younger Self?
I would tell my younger self to….
What Do You Love Best About Yourself (physical trait or personality characteristic) and Why?
I do not shy away from things because they are hard. I face challenges head on.
Any Advice for Women Considering Joining the SheBreathes Collaborative?
Come open to anything. You know what you know, you know what you don’t know and you don’t know what you don’t know. I guarantee that if you come open minded and try something new you will discover some amazing people, practices and maybe even some tools that will help you both personally and professionally.
Any Message You Have for Our Community?
Financial health is just as important to your wellbeing as physical, mental and emotional health. If there has been something keeping you up at night, be it a goal you would like to achieve or concern, come meet with me to learn about financial planning and how I can help create a strategy and coach you to success.
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Exclusive offer for SheBreathes readers:
Book a FREE financial consultation meeting with me! I am at WeBreathe Thursday afternoons and also meet via Zoom, your home, or in my Needham office.