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Success In Life

Success In Life

Success in Life

Regardless of the events that happen in our lives, the difference between success and failure often are in the decisions we make and the mind set we embrace.

I have seen this over and over again in my own life. At age 31, I found myself in the process of a divorce. Having two daughters, I felt it important that they “see what a woman can do”. And, I felt having my own business would give me the flexibility I needed with my time. So, I moved my children and myself 70 miles away with no child support, alimony or other source of income, and started my own business.

Keeping my mind focused on the life and business I needed to build for my children and myself seemed impossible with my state of mind at the time and with all I was dealing with.

I learned quickly that I needed to focus on my long term vision for my family and my business. Living in the constant fear of how we would get by from day to day would not enable me to build the life and business we needed and can also be very depressing. Having a continued focus on and vision of what our future could be, became exciting and gave me something to look forward to. In what felt like a totally out of control life, I was finally feeling in control of our future.

I also became one of the few Certified Divorce Financial Analysts in Connecticut, and have testified in court as an expert witness for divorce. This enables me to help better assure a fair split and that the person hiring me understands what their financial life will be like after the divorce.

After building the business from scratch to approx. $200 million dollars in assets under management, I sold the business.

Having been in business for over 25 years and with over half of my clients over the age of 65, I also focused on helping people do what they could to enable them to maintain their independence as long as possible.

I am now a professional speaker on a multitude of topics to help individuals live a successful life and realize their dreams and to help business owners do a better job for their clients while improving their bottom line.



Below is an outline of some of the topics I typically speak on. Additionally, other topics are available upon request. All topics can be customized to your specific needs.

Home and Family – Life is Short, Tips for Making the Best of Every Day
Having goals and living a life that is in tune with your values and core beliefs are important factors for a happy life.

  • Making great memories and unique ways to preserve and pass them on to your heirs
  • Learn what you can and cannot control. Take control of what you can
  • Getting organized
  • Tips and tricks
  • Setting goals, prioritizing them and implementing an action plan


Seniors – Long-term quality of Life
During retirement, it is important to ensure that your finances and certain other parts of your life are on “autopilot”. This means that the important tasks in your life will run on their own in the way you need them to with little to no work or input on your part. As we age, change can become more and more difficult. While your mind is sharp and you can make good decisions for yourself address the changes you can make now to enable you to maintain your independence as long as possible.

  • Assuring your income will last for the rest of your life
  • Ways to make your finances easier to manage as you age
  • Options to enable you, if you so choose, to live in your home if you become ill or less mobile
  • Maintaining good records
  • Keeping your home and life organized
  • Medical and legal information


Money Management and Insurance – Have Greater Control Over Your Financial Success with Knowledge and a Plan
Doing the best you can with what you have to work with is all you can ask of yourself. Learn tips to help put and keep you on the right track.

  • Investment basics – proper money management and asset diversification
  • Every investment has its positive and negative attributes. How to know what is appropriate for you
  • Ideas and tips to save money. Every little bit can make a difference
  • Insurance basics – life, long term care, health, disability, home, auto
  • How much is the right amount of insurance coverage
  • How to set your plan for success and implement it


Adversity – Taking Control of Your Life and Your Future
Adversity can lead to greater success if you know how to use it to your advantage.

  • Knowing your values – identifying what is important to you
  • Having a vision and setting goals for yourself
  • Establishing your priorities
  • Being comfortable with what you can and cannot control
  • Putting a plan into action – setting you on the right course


Divorce – Before, During and After
Will you allow your circumstances to break you or make you stronger? Divorce can be devastating, especially when individuals are left with few or no financial resources. Knowledge of your options and how to prepare for the life ahead of you can make a huge difference in both the short and long-term happiness for you and your family.

  • What information do you need
  • Assessing your current situation
  • Knowing your options
  • Making good decisions
  • Getting back control over your life
  • Setting goals and making them happen

Simple Steps For Achieving Greater Success in Life

  • Maintaining quality of life as you age
  • Making great memories, low cost unique ways to preserve and pass on great memories to your heirs
  • Your financial retirement
  • Home sweet home – today, tomorrow and the rest of your life
  • Taking calculated risks for a better life
  • Your plan for success


NOTE:

  • Other topics available upon request
  • All topics can be customized to your specific organizations needs