At HomeStretch Financial, we know that money matters can keep you up at night. Whether you struggle with the stress of paying bills or saving for the future or investment overwhelm, we’re committed to supporting you in CREATING YOUR RETIREMENT PAYCHECK – starting today!
Twenty-six (26) years of living the corporate “dream” as a career sales and marketing executive in medical capital equipment led me to realize I was a P.O.W. – a Prisoner Of Work.
Overwhelm, exhaustion, stress, and deadlines loomed large until I woke up one day and realized there had to be something more for me. A place in the world where I could use my talents and passions to design my future - AND still have time to play!
In 2003, I met my husband Jeff. In witnessing his success, I recognized my own shortcomings. While professionally I was known as The Finance Diva, made my companies millions of dollars year after year, always landing at the top in sales for my company, I had a dirty little secret. I couldn’t tell you anything about my own money or investments! Worse yet, I was not creating permanent wealth, nor was I financially independent from my company.
That all quickly changed when Jeff and I started dating (thank God!). Today, I am fiercely committed to guiding those who want to learn about their money and their money mindset so they can create their financial freedom day sooner rather than later. I am living proof that it is never too late to start!
Because I transitioned from Corporate America to Entrepreneur, I understand the unique challenges that come along with making money from your passion and expanding your mind to build a healthy “Wealth Esteem”. I became a CeFT® (Certified Financial Transitionist®) through The Sudden Money Institute to further expand my knowledge and solutions for those going through financial transition. After all, as my mentor Susan Bradley, Founder of The Sudden Money Institute says “When life changes, money changes. And when money changes, life changes.”
For the first 40 years of my life, I followed my father’s advice...It was a simple formula:
Good Grades + Big Stable Company + Hard Work x Years = Results + Rewards + Security + Retirement
I executed the plan religiously for years… until my father passed away unexpectedly. In that instant, I was thrust into the role of managing my mother’s financial future.
You may have heard the adage Nothing ever happens TO us. It happens FOR us.
This synchronistic event began my new path.
My father’s passing placed me directly in the world of finance, investments, and retirement planning. I quickly discovered that the financial industry was rigged – and NOT in our favor.
And it was challenging to find a good source of information about the options available without being sold a product you didn’t understand.
It became crystal clear to me that the traditional Wall Street investment strategies would never give my mother the peace of mind she longed for - and deserved. Thus began my lifelong pursuit of identifying and sharing reliable, smart, savvy financial solutions.
People called me crazy, but I wasn’t interested in high risk models or in paying the big fees associated with the traditional stock market. (I thought they were crazy for assuming all that risk!)
My metamorphosis from student to teacher continued in the form of a new opportunity as a manager for a national insurance company focused on retirement planning. I’m committed to lifelong learning about concepts and strategies that contribute to your financial Freedom Day and have been given the opportunity to teach these principals in classrooms across the country and now in on-line education courses.
Since opening our doors in 1998, I’ve not only uncovered the secrets of successful wealth building; I’ve developed a proprietary approach to financial freedom. Whether you are starting with a couple hundred dollars or millions, our approach can work for you!
"We believe everyone has gifts from God and can use their gifts to have a positive impact in the world. Unfortunately, it’s difficult to create the positive impact you desire when you’re worried about paying your bills. At HomeStretch Financial, we know you work hard for your money. Let us help you make your money work hard for you!"
~Jeff & Judi
In Becoming Retiredish, A Guide for the Nearly or Newly Retired, Judi Snyder addresses the dilemma many baby boomers are facing today. What's next after retirement?
The adjustment from who you were professionally to who you are after you retire can be a bumpy road. In her words, "Becoming Retiredish is about continuing the journey on your terms." From choosing your associations, including laughter in your life to understanding the dramatic impact that your finances have on your happiness in your later years, the book is thought-provoking and insightful.
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