I am a first generation son of immigrants where he and his brother were taught more about success versus how much it cost to find it. My brother and I were taught more about aiming for success and less about how much it cost to find it. The motto was you work harder than others and never be idle. This led to working in the diverse fields of real estate, medical billing, debt collections, car insurance and corporate affairs. What do they have in common – relaying the costs of the product to the consumer, as they expected a different number.

Every question regarding cost and the challenge of payment had a subtle yet emotional reason behind it. The challenge became: how do I support the person to pay for the service when it came up against other expenses. Such matters were often outside the scope of the company I was working for. Citing policy over the person’s needs left the customer frustrated…and leaving me a little empty,

By being a financial coach, I have shifted my focus from a company’s metrics to the consumer’s needs. My clients can get the support they deserve to get their finances in order and have a sense of control over their lives. When it comes to a purchase, whether planned or unexpected, they can say, “how much is it” instead of “how can I afford it”. 

Si necesita ayuda en español, escríbame para hablar sobre sus gastos y cómo pagar su deuda. 

(Translation: if you need assistance in Spanish, drop me a line to talk about your expenses and how to pay off your debt).

I am the daughter of two middle class parents who were married for 52 years. My older brother and I are fortunate to have parents who talked about money and finances growing up while instilling a strong work ethic.

After college, I spent almost 20 years in public accounting specializing in the industries of nonprofit accounting, affordable housing, and federal grant compliance. Now I work for a national nonprofit that funds other not-for-profit organizations across the country. Over the course of my career I have become well versed in resources available across the country to help families with housing, food and other social services. This experience allows me to have knowledge about resources coast to coast related to housing, food, and other social services.

With Team Perez Coaching, you have two coaches who have embraced financial changes that have given us peace of mind. We have not forgotten the hard work it has taken to get to this point. Our backgrounds in the industry, our upbringing with both work and family, and our experiences allow us to deliver a tailored approach for every individual and family wanting someone to walk alongside them on their journey as they develop a plan for their future.

We work with our clients to make changes which will improve their finances and the  lives of future generations. Small steps now can allow more freedom in the future. 

We help instill lasting behavior changes that can reduce stress. We will take your desire to control your finances and help you develop a plan and maintain it for the long term.