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Maddie’s Bio
🌟 Why I Do What I Do
I stand by the belief that financial planning isn’t about growing numbers on a spreadsheet; it’s about helping you align clients’ financial resources with their most deeply held values and goals. Your money shouldn’t drive the decisions you make about life. The life you want to create should drive the choices around your finances.
🎓 Industry Expertise
As a Certified Financial Planner™, I’ve met rigorous education, training, and ethical standards. I am committed to serving my clients’ best interests today to prepare them for a more secure tomorrow.
🛠️ Specialties and Skills
• Financial Planning
• Number & Data Analysis
• Presentations & Public Speaking
• Client Education
• Complex Problem Solving
• Resourcefulness
• Graphic Design & Brand Development
• Relationship Building
• Communication
📊 Data to Back Results
• Helped clients increase their savings rate by an average of 25%
• 95% client retention rate over 5 years
• Assisted in achieving financial independence for 30+ clients
