Typically Denise helps working women who handle their finances and are concerned about making wrong decisions that could prevent them from reaching their goals or even cause them to burden their families. Before working with her, they feel anxious that they’re not doing everything they could do with their wealth. And they’re often frustrated with being sold to or feeling like they’re not being
heard or listened to by other advisors.
As a woman in a male-dominated field, Denise had to focus on making a name for
herself by providing even more value to her clients. She has been able to shine
by being better able to relate to her female clients so that she can build
those to lasting relationships.
Denise has been in the financial business for more than 38 years. Shortly after she and her husband, Ed, moved to Florida in 2004, Ed almost died. In fact, he’s
almost died 3 times since the move…so Denise knows how quickly life can change and how important it is to have a plan.
With her Lazy Dollar Energizer System™, Denise helps women become extremely
efficient with their money. She helps her clients optimize the use of every
single dollar so their money works as hard for them as they worked for it.
Denise empowers women to make better decisions with their money so they reach their financial goals. Her clients come away feeling confident. They feel secure about their finances and are freed up to follow their heart. They find the
process easy, calming, and extremely meaningful, which has a huge impact on
their lives. Her clients become efficient and strategic about their decisions.
They feel so good, they often tell her that they’ve had the best night’s sleep
they’ve ever had. And that’s why she loves what she’s doing.