As I continue to work with more and more individuals and business owners in Westfield/Union County, I felt it necessary to create a “footprint” for myself in Westfield to better serve my clients -åÊAs a result, I haveåÊopened an Office in Westfield @ 445 East Broad Street and will be operating my business under the newly established name of WestfieldFinancial Wellness.
The “Value” of working with Westfield Financial Wellness is our independence – Leveraging the relationships we have built over the years with the various Insurance and Investment companies in the Industry – all in an effort to provide the best solution/s to our clients.
I have over 20 years of experience working with HR and Benefit professionals, in various industries, helping them to review – evaluate and implement various types of employee and executive benefit programs.
My practice continues to focus on helping employers and their employees to better understand how their money works – helping them to understand the rules surrounding financial products and helping people organize and develop strategies to improve their financial profile.
We know there is a connection between the physical – emotional and financial health of individuals. We know that financial distractions cost employers money. My role is to work with employers and their employees to address this dynamic and to deliver a personalized curriculum, at the workplace, that will improve productivity and address employees stress re: their finances.
It’s time to take a hybrid approach to Health and Financial Wellness.
As life gets more complicated……So do your Finances – Helping clients to become more financially organized is one of my top priorities, as we work together to develop a plan.