TESTIMONIALS FROM OUR COMMUNITY
Healthy, Wealthy & Thriving
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Healthy, Wealthy & Thriving
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Healthy, Wealthy & Thriving • Healthy, Wealthy & Thriving •
“As a CFO, you’d think I’d have my retirement figured out, but I just have never made it happen.
Between work and life, I didn’t have the time—or the knowledge—to plan for my own future. I was close to retirement with no clear idea if I could even manage it.
Regina took the time to understand my situation, helped me figure out the right types of accounts I needed, and created a step-by-step retirement savings plan tailored to me. She even factored in investment growth to show me how to meet my goals.
For the first time, I feel like I’m making progress. I have a plan, real goals, and the confidence to move forward.
If you’re unsure about your finances, don’t wait. Regina’s expertise is worth every penny. She’s not just a coach—she changes lives.”
—MARIANNE
“Before working with Regina, I thought I was doing okay with my finances, but I had no real plan.
She completely changed the game for me.
I learned how to diversify my portfolio and where to invest—things like stocks and ETFs, as well as the best approaches to retirement accounts based on my age. Regina explained it all in a way that finally made sense. She even helped me map out strategies for my biggest goals, like buying a house and planning for retirement.
The biggest aha moment? Compound interest. I personally like to have goals by year - and this particular tool is amazing.
2024 was the year my net worth grew dramatically, and it’s because of her guidance.
If you’re feeling lost with your finances, don’t wait. Regina has a way of making the complicated stuff simple—and she’ll help you make real progress.”
—LISA
“Having three kids in college is expensive—more than I ever imagined. Even with a good salary, I was stretched thin. My retirement account felt nonexistent, and I had no cushion for anything.
With one child about to graduate, I knew there was light at the end of the tunnel, but I needed guidance. I reached out to Regina to figure out how to bring in extra money at my age—that could help my situation.
We decided on reselling as a side hustle. Regina helped me choose a niche I actually enjoy and one that fits into my limited time and the resources available in my area. It’s nice knowing I can do something I like while taking small, meaningful steps toward creating a financial safety net.
It’s still a work in progress, but now I have hope. Hope for an emergency fund. Hope for a more secure retirement.
Thank you, Regina, for your guidance and patience. You’ve made something that felt impossible seem manageable—and sometimes it’s even fun.”
—SHEILA
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