Taking control of your finances starts here!
Alissa has spent her career helping people improve their financial situation, first in the mortgage industry and then in the insurance and financial services industry. In her most recent Corporate career, she was a business Coach to independent insurance agents, helping them grow their businesses and their personal income. After taking early retirement, she felt called to help people understand their relationship with money, improve their money habits, develop a workable spending plan and gain confidence around their finances so they could live a happier, more financially secure life.
Alissa’s father always told her, “It’s not how much money you have, it’s what you do with the money you have that makes all the difference’. Financial Coaching has brought together Alissa’s financial knowledge, coaching experience and desire to help others together into one career.
Money is Alissa’s ‘thing’. In her professional life, Alissa’s work gave her a strong foundation in financial concepts such as spending, saving and budgeting. But it was her own money journey that she credits with teaching her how to build good financial habits and how to have a healthy relationship with money, especially when your income is variable due to being self-employed or working on commission.
Alissa is a graduate of George Washington University and has a Master’s degree in Public Administration from Pennsylvania State University. While financial coaches do not give investment advice, Alissa has several advanced financial designations such as the ChFC and RICP that allow her to understand the workings of money in the financial world. To elevate her coaching skills, Alissa completed Crucial Conversations Training and the Financial Coach Academy, a training program specifically for financial coaching.
Alissa has co-authored a workshop for the Federal Employee Education and Assistance Fund (FEEA) called “10 Steps to Meeting Your Financial Goals”. This helps Federal workers understand their relationship with money, prioritize financial goals, create a budget and plan for the future.
She is an active volunteer with Woman to Woman Mentoring and the Women’s Giving Circle. Alissa lives in Frederick, MD with her husband Ed and has four children, Amanda, Ellie, Evan and Sam. In her spare time, you’ll find her spending time at the beach with her toes in the sand and a book in her hand. And making up rhymes. She also enjoys cooking healthy meals that actually taste good. Her bad habits include drinking too much coffee and singing way too loudly in her car.
Alissa is also a Certified Financial Education Instructor, having completed the requirements from the National Financial Educators Council.
Contact Alissa: Alissa@moneymentorgroup.com