The financial world can be complicated. Let us uncomplicate it.

Whether you’re wondering the best way to pay off debt, or save for a big purchase, or wondering how much home to buy or how to prepare for retirement, we have answers.

Choose to have better finances for better living

We are a network of independent Accredited Financial Counselors who can help you with your money journey. We will meet you virtually when convenient for you.

Terri Szarowicz Bailey, AFC®
Terri Szarowicz Bailey, AFC®St. Augustine, FL & Virtual

My email: dailyfinancialsuccess@gmail.com. My phone: (904) 392-7598. Website: www.dailyfinancialsuccess.com

Years ago, I found myself penniless with the electricity turned off in my one bedroom apartment in Connecticut. I wasn’t broke. But I was pretending that I was something I was not. I was pretending that I could keep up with the people around me financially. Truth is, I was in graduate school and working full time. I didn’t have a lot of extra. But I did have enough….if only I would spend it properly. I made the choice to do better. I believe we all come into this at our own pace. Some are proactive. Not me (at that time!). I needed a smack in the face to see the reality of my choices. I have never looked back.
When working with clients, I utilize a personal touch to work within your world, to make your money a tool, not a stress. I teach budgeting, educate on credit, education, retirement and the everyday tricks of the trade all while considering your personal needs. I focus on goal setting and action plans to achieve goals. I firmly believe that you can’t get there if you don’t know where “there” is. In my work, YOU come first and together we create a relationship where you are equipped to feel confident to move past financial counseling as quickly as possible.

Terri Szarowicz Bailey, AFC®
Terri Szarowicz Bailey, AFC®St. Augustine, FL & Virtual

My email: dailyfinancialsuccess@gmail.com. My phone: (904) 392-7598. Website: www.dailyfinancialsuccess.com

Years ago, I found myself penniless with the electricity turned off in my one bedroom apartment in Connecticut. I wasn’t broke. But I was pretending that I was something I was not. I was pretending that I could keep up with the people around me financially. Truth is, I was in graduate school and working full time. I didn’t have a lot of extra. But I did have enough….if only I would spend it properly. I made the choice to do better. I believe we all come into this at our own pace. Some are proactive. Not me (at that time!). I needed a smack in the face to see the reality of my choices. I have never looked back.
When working with clients, I utilize a personal touch to work within your world, to make your money a tool, not a stress. I teach budgeting, educate on credit, education, retirement and the everyday tricks of the trade all while considering your personal needs. I focus on goal setting and action plans to achieve goals. I firmly believe that you can’t get there if you don’t know where “there” is. In my work, YOU come first and together we create a relationship where you are equipped to feel confident to move past financial counseling as quickly as possible.

Shari Evans, EML, AFC®
Shari Evans, EML, AFC®Virtual

shari@iTitheFirst.com or (951)-394-7002. Website: www.Itithefirst.com

Shari Evans, AFC ® and Founder of iTitheFirst, LLC (@iTithe) is a personal financial counselor and freelance contributor. Her individualized, judgment-free and client-focused approach to money management has helped clients around the world reach their financial goals. Shari is a retired US Army Officer, a veteran of Iraq and Afghanistan, a Military Spouse, and mom of energetic little girls. Her motto is “one dollar at a time” and she can be reached at shari@iTitheFirst.com or (951)-394-7002. Website: www.Itithefirst.com

Shari Evans, EML, AFC®
Shari Evans, EML, AFC®Virtual

shari@iTitheFirst.com or (951)-394-7002. Website: www.Itithefirst.com

Shari Evans, AFC ® and Founder of iTitheFirst, LLC (@iTithe) is a personal financial counselor and freelance contributor. Her individualized, judgment-free and client-focused approach to money management has helped clients around the world reach their financial goals. Shari is a retired US Army Officer, a veteran of Iraq and Afghanistan, a Military Spouse, and mom of energetic little girls. Her motto is “one dollar at a time” and she can be reached at shari@iTitheFirst.com or (951)-394-7002. Website: www.Itithefirst.com

Marjorie McLean, MBA, AFC®
Marjorie McLean, MBA, AFC®Western Maryland & Virtual

marjorie@financialpearl.com (240)-270-2460 www.financialpearl.com
Have financial questions that need answers? I can help.
I bring a fresh perspective to personal finance. I share this fresh perspective through virtual individual/couples financial counseling, group courses and workshops. My goal is to be a source of financial information that is biased towards your well-being & future goals. I act as a guide & educator, providing options, tools & resources to help you identify & meet your financial goals.
As a child, I enjoyed counting the coins in my piggy bank. I took that love of money and management, earned a Masters in Business Administration (MBA) and worked in the government and non-profit sectors. From there, I found a passion for helping others meet their personal financial goals and earned the Accredited Financial Counselor (AFC®) designation.

marjorie@financialpearl.com (240)-270-2460 www.financialpearl.com

Marjorie McLean, MBA, AFC®
Marjorie McLean, MBA, AFC®Western Maryland & Virtual

marjorie@financialpearl.com (240)-270-2460 www.financialpearl.com
Have financial questions that need answers? I can help.
I bring a fresh perspective to personal finance. I share this fresh perspective through virtual individual/couples financial counseling, group courses and workshops. My goal is to be a source of financial information that is biased towards your well-being & future goals. I act as a guide & educator, providing options, tools & resources to help you identify & meet your financial goals.
As a child, I enjoyed counting the coins in my piggy bank. I took that love of money and management, earned a Masters in Business Administration (MBA) and worked in the government and non-profit sectors. From there, I found a passion for helping others meet their personal financial goals and earned the Accredited Financial Counselor (AFC®) designation.

marjorie@financialpearl.com (240)-270-2460 www.financialpearl.com

Jerry Zeigler, MBA, AFC®
Jerry Zeigler, MBA, AFC®Franklin County, PA & Virtual

jerryzeigler@jzfinancialmanagment.com or go to jzfinancialmanagement.com
I have been in the personal finance field since 2010. I've also been doing tax planning and tax preparation since 2011. I don't see it as my job to force you into a plan. It is my job to help you help yourself so you can achieve your goals. I can help make your life better by helping you make your finances better. I am not going to hand you a standardized plan that you have to follow step by step, whether it fits your lifestyle or not. Instead, if you want that step by step plan, I work with you to develop one that fits you. If you want to meet with someone one or two times to get an assessment of a financial issue and some possible solutions, I can do that. However, having a partner in your financial journey can be very helpful. I don’t have a magic wand, but together, we can change your life and finances for the better. Your better. For tax preparation and planning I provide affordable and accurate service. I legally minimize tax liability and help you make the best of taxes. Email me at jerryzeigler@jzfinancialmanagment.com or go to jzfinancialmanagement.com

Jerry Zeigler, MBA, AFC®
Jerry Zeigler, MBA, AFC®Franklin County, PA & Virtual

jerryzeigler@jzfinancialmanagment.com or go to jzfinancialmanagement.com
I have been in the personal finance field since 2010. I've also been doing tax planning and tax preparation since 2011. I don't see it as my job to force you into a plan. It is my job to help you help yourself so you can achieve your goals. I can help make your life better by helping you make your finances better. I am not going to hand you a standardized plan that you have to follow step by step, whether it fits your lifestyle or not. Instead, if you want that step by step plan, I work with you to develop one that fits you. If you want to meet with someone one or two times to get an assessment of a financial issue and some possible solutions, I can do that. However, having a partner in your financial journey can be very helpful. I don’t have a magic wand, but together, we can change your life and finances for the better. Your better. For tax preparation and planning I provide affordable and accurate service. I legally minimize tax liability and help you make the best of taxes. Email me at jerryzeigler@jzfinancialmanagment.com or go to jzfinancialmanagement.com

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