Anne Marie has collaborated with a wide range of professionals over the past ten years, and observed that financial clarity is one of the keys to creating a successful personal and business life.
Anne Marie brings to her clients: financial counseling skills acquired through an intensive and highly-regarded 10-month Financial RecoverySM Institute certification process, certification from the Alliance of Cambridge Advisors Paraplanner Success Program, business experience, maturity, compassion, good communication skills, a calming temperament, discretion, and ongoing continuing education.
Anne Marie serves on the faculty of the Financial Recovery Institute, mentoring trainees through their own financial recovery process. She is experienced in working virtually and welcomes individuals and entrepreneurs throughout the United States and Canada. Please write or call. Your inquiry will be received in the utmost of confidentiality.
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