An Interview with Cassie

Please take a moment to read this before hiring Cassie

Who are your clients exactly?

I work with people just like you who are exceptional nurses, but do not have the time or the desire to manage their own finances. In many cases, my clients were dissatisfied with the amount of time and attention they were getting from their current advisors, and were looking for someone they could trust to help them with comprehensive financial planning and investment advice. Other clients were trying the "do-it-yourself" approach, never realizing that you don't have to be a millionaire to work with a financial professional.

How are you different from other financial advisors?

Because of my background in the healthcare industry, working in a variety of settings, I'm familiar with the investing options that are available to you. I know how to focus on the most important features of your retirement plan, and will assist you in finding out any details with which you are unfamiliar.

I have also completed all of the courses necessary to sit for the CERTIFIED FINANCIAL PLANNER™ exam, and can create a holistic financial plan that includes investment selection, insurance needs, and retirement planning. I will also consult with your tax advisor or attorney if necessary to make sure that your plan is comprehensive in nature.

Finally, I will help you to develop income and spending strategies to meet your financial and retirement goals.

What type of person do you work best with and what is expected of me?

You will get the most benefit out of working with me if you:

1. Are at or near your retirement time goal, and needing assistance with developing a plan for your investments in retirement, as well as determining how much income you will need in retirement;
2. Have left one or more jobs, but you have left your retirement plan money behind; or
3. Want to learn more about saving above and beyond what you are contributing to your employer-sponsored plans (401(k) or 403(b)).

My personal requirements are that you are 1) friendly; and 2) serious about your money. I also enjoy the teaching aspect of my job, and I look forward to the opportunity to help you further understand your current financial situation, as well as what you need to do additionally to meet your investing goals.

For what type of individual is this program NOT going to work?

If you enjoy choosing your own investments, or if you follow favorite TV personalities to do frequent stock trading, you probably are not the best fit for my services.

What results can I expect?

You can expect to gain a better understanding of your current financial picture, a clear vision for your financial goals, and a plan that you can immediately begin to implement to reach those goals.

Cassie, based on everything I've read and heard about you, I know you're the one I want to learn from. What are my options for getting started with you?

Congratulations on making a decision for financial success! I'm happy to work with you to achieve your financial goals.

To learn more about my specific financial advising process, please call to schedule a get acquainted session so that I can learn more about what you'd like to achieve.

Once we have scheduled a session, I will email you a short list of questions for you to answer prior to our meeting. This will help you focus on the things that are most important to you, and help us to use our time together most effectively.

Here's what to do: just call 732-744-3446 begin_of_the_skype_highlighting 732-744-3446 end_of_the_skype_highlighting or email my team at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it and we'll be happy to answer any questions you have. I can't wait to meet you in person or on the phone to get you started on your path to financial success!

If I'm not sure I'm ready to get started, how can I sample your work at low cost to see if it's the right solution for me?

A way to understand what it's like to work with me is by subscribing to my email newsletter. "The RN Money Coach" email newsletter provides you with proven tips, the latest tools and techniques from my financial services practice. It is a must for any nurse who wants to gain a better understanding of his or her finances. Subscribe here.

OK, I'd like to move forward, but I have a couple of additional questions. Can I call you?

Yes, if you have a couple of questions, just email me at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call me directly at 732-744-3446 begin_of_the_skype_highlighting 732-744-3446 end_of_the_skype_highlighting and I'll be happy to walk you through the different options to see which one will be the most appropriate for you. I can't wait to see you succeed and am honored to be the one to help you. Let's get going!