Arlene Samuelson

Penny is an amazing financial coach! I never knew I needed one until a wealth manager would not help us until we knew what our cash flow amounted to, and how much our living expenses were! I could not produce an answer. He recommended Penny, and we are busy getting our financial house in order. Her gifts are education and working with financial behavior; which statistically amounts to 80% of all finance problems. She has been professional and gentle while helping us get out of debt and clarify our financial goals. I never would have sat down to create a spreadsheet for my budget (because I couldn’t!) and Penny created one for us….all we have to do is fill it in…this was a huge relief! Penny genuinely desires to help us accomplish our goals! She celebrates with us and keeps us accountable. She is worth every PENNY!”

Arlene Samuelson; AMS Interiors  http://amsinteriors.net/

Lew & Jeannette Gaiter

Jeannette Gaiter

Penny is an excellent financial coach. She has encouraged me to find my way with finances. She uses principles to guide you, but allows you to be yourself as well. The goal is to help you, not to uphold the principles. Would highly recommend her services in any capacity. ~Jeannette

Lew Gaiter III

 

Penny did a great job helping us prioritize our finances and create a budget that works for us! ~Lew

 

Susan Kurzeka, M.Ed

My husband and I met with Penny to get our finances organized and start paying off our debt. She was incredibly helpful with our budgeting and determining which accounts to work on first. She also gave us some great recommendations regarding insurance and what areas to focus on for our future. Thanks Penny!