Being mentally and financially healthy is about building systems that work for you and replacing unhealthy habits with routines that empower you and help you reach your goals.
Hi, I am Traci and I am a PQ® and Financial Coach!
I grew up an Iowa farm kid. After high school I shot off to college and graduated from the University of Iowa College of Dentistry. I enjoyed 26 years practicing, owning and operating my own business, and having the pleasure of helping those from 2 to 102. I knew I was serving a need and making a difference, but it was time for a change.
So, one day I pulled up my big girl pants, sold my practice, and fled the safety of my little nest. I left dentistry to follow a new passion and discover the true me. I won’t lie, it was scary, yet a leap I knew I needed to take. I wanted to help people learn to better manage their money. More specifically, I wanted to help empower them. I have watched as close friends and family would find themselves “stuck” because they didn’t know their options or how to navigate through what had become a financial obstacle course of debt, overspending, or simply not knowing where their money was or where it was going. At that time, I thought the best way to make this dream come true was to become a financial advisor. I buckled down and knocked out my securities exams, my long-time advisor took me under his wing, and I started down the path of Wealth Advisor. I came to realize that though the knowledge base and experience I was building under me was going to be infinitely beneficial to my overall dream, “financial advisor” was not where I belonged. And then it hit me: Coaching!
That brings us here. Today I am a proud member of the Financial Coach Academy™ and I get to experience the exhilaration of helping individuals and couples learn the tricks and habits that can change the trajectory of their financial life. I simultaneously discovered Positive Intelligence®, a mental fitness system that revolutionized my way of thinking and my approach to life. PQ® has had such an impact that I knew I needed to incorporate it into my coaching practice.
Your life is unique from everyone else. Being mentally and financially healthy is about building systems that work for you and replacing unhealthy habits with routines that empower you and help you reach your goals. I would embrace the opportunity to assist you on your journey to change your velocity and find your new trajectory!
Financial Coach Academy is the Industry’s leading financial coach training program.