04/08/2025
I love my clients. This brought me to tears and fills my heart. ❤️
I recently helped a 75 year old woman with a Home Equity Conversion Mortgage. She was unexpectedly divorced, had never managed bank accounts, or filed tax returns.
After her closing I helped her start a high yield savings account, sent her to the county office to get a senior tax exemption for her property taxes, and showed her how to file her taxes online.
Helping people is my reason.