Optimizing Your Financial Health

04/05/2026

Thank you to the organizers and staff of the Cal State Long Beach Upward Bound program for allowing me to be a part of The Youth STEAM Summit. This is the second semester I've been invited to speak about financial literacy to the participating youth. Developing the youth financial literacy program has been a welcome offspring of the overall financial health objective of starting this company. Looking forward to growing this aspect of our services!

04/01/2026

03/21/2026

Thank you to the L.A.M.P. Mentee Program sponsored by the Gamma Zeta Boule Foundation for providing me an opportunity to share my experiences and professional wisdom during the parent financial literacy class today! Being able to have an open discussion with parents on the importance of not only modeling positive financial habits but to communicate directly with our children on how to set up bank accounts, investing for their future, and what pitfalls to avoid when opening credit cards. All ways to help our youth start early on their financial preparedness.

Much of my insights were included in the workbook I created to help people improve their financial health - Click here to download your digital copy: https://optimizingyourfinancialhealth.org/shop

03/03/2026

It’s important to include self-care expenses in your budget to demonstrate to yourself that taking care of YOU is important! What kind of self-care do you prioritize? Please comment.

01/14/2026

1. Closing out credit cards reduces credit history which is 15% of your score.

11/06/2025

Thinking of closing credit cards? Here are some reasons to reconsider. Visit our site for more helpful tips on how to manage financial stress www.OptimizingYourFinancialHealth.org

07/12/2024

Paying for a luxury gym membership might seem too expensive when keeping a tight budget but when it pays for this view then it’s contributing to more than only my physical fitness- it’s improving my mental health as well. Keep your goals in perspective and know how to value compensating factors. Your mental health is your most important/valuable/non-compromising commodity!

06/05/2024

Time to get serious about being prepared for the moment when a move might be necessary.

06/05/2024

Time to get serious about planning for your future as well as being prepared for when you need to make a change. https://optimizingyourfinancialhealth.org/post/why-you-need-a-fu-account-financial-uprising

05/31/2024

Growing your investment portfolio starts with your relationship to money. Once you have a better understanding of the lessons that taught you how to save and spend - you will be better equipped with how to manage your own financial growth. Take the steps today to becoming financially healthy! Learn more at www.OptimizingYourFinancialHealth.org

05/17/2024

Don’t miss this FREE event! Get the valuable estate planning information your family needs to build generational wealth 💖

05/10/2024

Join us for an insightful conversation about the importance of legacy and estate planning. RSVP link in bio.