Like many of my clients, Tresa and I met through our connection with Jack Canfield. We share the honor of being Certified Canfield Trainers in The Success Principles. We also have studied under Dr. Deb Sandella of The RIM Institute.
Tresa is a Certified Financial Planner® and founder of My Financial Design, an independent financial planning and investment management company in Bellevue, Washington. She is fiercely committed to guiding women and couples to become empowered to pursue their version of a passionate and purposeful life. For over thirty years, she has helped hundreds of people reach their financial goals, and her coaching and financial planning practice is focused on bringing awareness to how our relationship with money may be blocking our financial success. Tresa encourages every person to courageously engage in financial planning so they can have a personalized map to follow to realize the financial life they desire.