Rolling Out The Blueprint (Digital Portfolio)
- 2. HELLO, I AM I have been in the financial industry for the past year. My previous experience in the fields of accounting and teaching has satisfied two of my career preferences; working with numbers and adding value to others.
- 4. • In the year 2014, she captured an award from the Association of Business Executives for sterling performance, having studied and passed, with credits, all five modules in one exam sitting. This speaks to the great strength and unlimited capabilities of this young woman • Though she epitomizes strength, she does have a soft side, and family is what is closest to her heart.
- 5. My first real taste of the workplace was at a Haulage Company where I held the position of Secretary/Accountant. Subsequently, I entered the teaching field for a period of two years. The Financial Industry has made me see the world differently, it has enhanced my personal life and so I can in turn, enhance the lives of others. Financial advising is something that I am vehement about doing. I am a Financial Architect, this is my career and I love what I do. How I Started
- 6. Vision Statement A wealthier world, mentally and financially. Mission Statement My mission is to provide trustworthy financial services, that guides your steps and help you achieve your goals and dreams; with added wealth and security. Caring is my policy.
- 7. CARING IS MY POLICY I provide a service- financial services. People are the life of my business. You are the foundation of what I do. Without you, there will be no one for me to serve. This is why you are my priority. I commit to turning your dreams into realities. At every stage of your life I will be there to give you the advice needed to ensure you achieve your goals, with added wealth. I do this because I care, caring is my policy!
- 9. My Three Main Mechanics
- 14. “My happiness comes from knowing my clients live a secure lifestyle; filled with satisfaction”
- 15. SERVICES OFFERED Asset Financing Financial Planning Retirement Planning Estate Planning Education and Career Planning Home Ownership Income Property Income Protection Life and General Insurance