Platinum Personal Finances offers financial, organizational, and basic assistance to a variety of individuals from busy professionals to seniors. We put time back into your schedule, provide resources, and help you gain clarity through your challenges to allow for your personal and professional growth that would otherwise be impossible to handle. We simplify your life in an ever changing and complex world.
We help busy adults with their financial responsibilities like bill payments, balancing checkbooks, and reviewing credit card statements by handing all their financial affairs.
We empower seniors, allowing them to retain control over their money and assets while providing the necessary assistance to maintain financial stability.
We support divorcees by aiding in the completion of the numerous forms required by your attorney, guiding you to create a new budget, and providing you with the assurance needed during this challenging period.
I have been self-employed with Platinum Personal Finances since 2015. I have been in the industry of Daily Money Management since 2012. Prior to that, I worked for the Placer County District Attorney’s Office, in the Elder Abuse Unit. This is where I saw first hand the need that many people have for extra assistance and education when it comes to managing their finances. Afterall, most of us have never had one personal finances class!
I have BS Degree from the St. Cloud State University in Liberal Studies/Elementary Education. I belong to the professional association AADMM which requires me to submit to a background check every two years, I must maintain professional liability insurance and abide by AADMM’s Code of Ethics.
My husband and I relocated to Southern Il in 2021 after 20+ years in CA. We have two grown children and 2 very spoiled fur babies Hank and Kiki. We enjoy live music, traveling and spending time boating.
“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company’s reputation.”
– JOHN DOE
916.259.6899 • P.O. Box 210, Moro, IL 62067