Teri found her true passion later in life. She spent a quarter of a century providing financial guidance to the clients of a national firm. Determined to create a personalized service especially for individuals and families she founded Day2day Personal Financial, LLC. in 2017. She has been providing a customized approach designed to help her clients with their daily money management needs. She is part educator, part research pro, part taskmaster, part numbers cruncher and part cheerleader.
Teri earned the designation of Certified Financial Planner™ in 2005. She has provided financial guidance to hundreds of people. Her passion for helping women that are facing financial life transitions has been invaluable to many. She has hosted seminars and taught courses targeted specifically to their needs. Teri also holds the additional designation of Certified Senior Advisor, equipping her to identify the most appropriate options and solutions for the needs of seniors.
Teri serves as a dedicated partner to individuals and families seeking help and guidance to understand, organize, and smoothly manage daily money tasks. Her oversight to personal money matters has revealed issues that are easily rectified but often overlooked. Those findings along with her experience brought about the idea to birth this book.