My wife and I have had a fantastic experience working with Beverly. When we first discovered Beverly, we weren’t organized with our income and expenses and didn’t have any tangible goals to build our wealth. We had no idea how much we were spending and were not actively putting our money to work for us. When we began working with Beverly, she made us realize the importance of goal setting and sticking to a plan. To help us on our financial journey to accomplish our goals, we created a personal monthly budget. The monthly budget helped us put our money/income to work by telling it where it should go. We were able save for normal monthly expenses, save for emergencies, invest in retirement, etc. By sticking to a formal budget, we realized we had plenty of income left over. When we realized this, we decided to use the extra to pay off our mortgages. We were able to pay off our rental properties in 6 months and will be paying off our personal home in the next 2 months. By eliminating our mortgage debt, we don’t have to allocate hundreds to thousands of dollars to expenses on our monthly budget for the next 15-30 years. This gives us the financial flexibility to build wealth and reach our goals. With that being said, we now have the ability to stay debt free, while having the ability to invest more in retirement, have more fun with our money and give to causes and charitable organizations we are passionate about. Personally, I think Beverly is the ideal financial coach. She has the heart of a teacher and I consider her to be like our financial mother. She understands the process of changing your financial destiny can be hard, yet she is very supportive in helping you through the process. On the other end, she sets boundaries and has rules/steps for you to follow. She has no problem holding you accountable to ensure you don’t stray from the path of success, which is financial freedom. I HIGHLY recommend her services to anyone who desires to improve their personal financial situation.
Alan Silverio (landscaper) and Leah McGhee (clinical researcher)