Paula has been a thoughtful listener, advice giver, and problem solver for a wide range of people from an early age. As the first born of 12 children with humble beginnings, she learned the value of setting a good example by always doing the right thing and working hard. Paula recognizes how important it is to have a trusted advisor who has the client's best interest in mind. She is a graduate of the University of Massachusetts with a concentration in English. She gained expertise in banking, debt management and finance in her early career as a community banker. Paula recognized as a young woman how rewarding it is to see client's financial dreams become reality, which lead her to become a Certified Financial Planner over 25 years ago.
Help your clients make better financial decisions during the settlement process.
It's painful for the woman to lose the family home when she doesn't have the financial strength to maintain it. To help women take back control of their finances, a good advisor will help the client be realistic about the home and determine whether investment assets that provide income might be a better solution.