PORCHVIEW PUBLISHING LLC
SEMINOLE, FLORIDA

Over time, my awareness of money evolved into an interest in economics – piggy banks on the grand scale. I learned about the difference it made in individual lives – and in the lives of nations – when people chose wisely. And after many years of working with clients of a major commercial bank, I discovered that I had a genuine passion for helping people put all the important pieces of their financial lives on the table, then working with them and other professionals to help them identify and achieve their dreams. As you can see throughout this site, the Value of Choice is very important to me and to my clients, some of whom dream of travel or going back to school or volunteering or spending more time with family. So maybe being a Certified Financial Planner™ is a great choice after all, if you’re committed to making a difference. Ballerinas maybe. Or movie stars. But helping people understand and make the most of their financial resources? Not so much. Having said that, it is also true that a great many little girls have a powerful desire to do something that helps others. Some of those girls become doctors, nurses, teachers, preachers, social workers, veterinarians, GREAT moms, or they may even run for office. And then there are those of us who turn that desire in the direction of helping people change their lives in a different way... We will strive to maintain a high level of knowledge and ability by keeping current on continuing education in our field. We will not provide advice in areas where we are not capable. We will endeavor to be mindful of the potential for misunderstanding that can accrue in normal human interactions. We will be diligent to keep actions and reactions so that a thinking client, or other professional, would not doubt intentions. In all actions we will be mindful that in addition to serving our clients, we are in the business of building a profession and our actions should reflect this. By submitting this form, you are granting: Porchview Publishing LLC, 970 Lake Carillon Drive, St. Petersburg, FL, 33716, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact. I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using By submitting this form, you are granting: Porchview Publishing LLC, 970 Lake Carillon Drive, St. Petersburg, FL, 33716, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact. I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We'll chat about your needs, your goals, and what steps are right for you. Financial planning services can be provided in our offices or remotely using