“Planning is bringing the future into the present so you can do something about it now.” ~Alan Lakein
Having a financial plan may sound overwhelming, but if you haven’t started, today is a great day! You are not alone. According to a study from Northwestern Mutual, about 34% of Americans do not have a financial plan, and 71% say they don’t have enough retirement savings according to another study by Experian.
There are many reasons that we don’t think about our financial plan, from procrastination to just feeling like we don’t have extra income for retirement. Together we can develop a strategy and game plan to get you started.
Donna can help you navigate the waters of financial planning. Whether you make $20,000 a year or $200,000, everyone can have a financial plan. Donna combines her corporate background in operations management with her 40 years of business experience to create a plan that works for you and is doable!
Donna began working in the insurance industry with her husband in 1988. They had a great client base and enjoyed helping clients navigate the risks of life through insurance. As the business grew financial products were added, and their clients enjoyed being able to get both their insurance and financial products in one place. In 2010, Donna was downsized from her corporate position and joined her husband full time in the business. Then in late 2013, after 25 years of marriage, her husband passed away unexpectedly. Thankfully, he had planned well for her.
In early 2014, she obtained her Series 6, 63, and 65 licenses for securities, and her insurance license for Texas. This enabled her to increase her knowledge and continue to serve her wonderful clients. In addition, at the age of 49 (while working full time), she completed her Bachelor’s Degree in Business.
Donna’s mission is to help you plan for life’s surprises, and to find joy in the blessings. She enjoys walking with people through their transitions of life and developing lasting relationships with her clients. A teacher at heart, she provides clear, easily understood explanations of financial products and services. The personalized program that she provides is a roadmap to working toward a more secure financial future so that you can live your best life!
Donna is licensed in both Florida and Texas for securities and insurance, and also holds a Registered Investment Advisor (RIA) Designation. She is active in the business community in Florida, and she also maintains her many connections from Texas. Donna is also a big Dave Ramsey fan and advises clients on how to live within their budget and enjoy the abundance of debt free living.
When Donna is not working, she enjoys the beautiful Emerald Coast of Florida, socializing with friends, and spending time with her family including her four-legged furry family members. She rescued a Standard Schnauzer named Monsieur Boudreax, and two cats who manage to simultaneously be aloof and take up more than their fair share of the office. She enjoys baking and cooking, and passing on the bounty to her family, neighbors and friends. Donna is also active in her church family. Friday nights from August to November, you will find her at the high school stadium, where she cheers on the band with a glance at the game from time to time.