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With over 42 years of experience as a certified financial educator and a CPA retired , I help HR and business leaders cut turnover costs, increase engagement and employee productivity, and improve their own financial literacy and wellness. As the business owner and chief economist of Realistic Economist, I provide management consulting and financial planning services to small-to-large-sized businesses, as well as online and in-person financial wellness classes for employees and executives. My mission is to empower HR and business leaders with the knowledge, skills, and tools they need to manage their money wisely, plan for their retirement, and achieve their financial goals. I also help them solve the problems and challenges that arise from employees who live financially chaotic lives and suffer from financial stress, anxiety, and uncertainty. By using the Foundation Building Program, I help them create a positive and supportive financial culture in their organization, where employees are motivated, focused, and productive.
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