Every day you make financial decisions that affect your life including where and how you spend your money, if you use credit cards, if you pay your rent, mortgage and bills on time. If some of the financial choices you have made are now causing you concern, LifeSpan can help whether your worries are simple or complex. Every day we work with people who come to us with questions as basic as “How can I create a budget I can live with” to the more complex, “How can I save my house from foreclosure?” So whether you have a serious financial problem or just want to make sure you are on the right track, our experienced financial coaches will help you see your options, sort through confusing jargon and create realistic action plans that fit your needs and goals.
We are conveniently located in Hamilton, where you can meet with a financial coach. Or you can talk to a coach over the phone. If you are ready to take the first step, let’s work together to make positive changes.
In less than 15 minutes you can better understand your financial situation, areas in which you can improve and steps you can take in the future to better your financial state. Tell us a little about your finances by completing the My Money Checkup, a simple survey regarding your complete financial condition. Results are completely confidential and are not sent to any agency or organization.
Mary applies her passion for empowering others to leading and engaging her team of skilled financial counselors and educators in our mission to strengthen families and individuals who seek to improve the quality of their lives. As a seasoned advocate for older individuals, Mary leads AARP’s BankSafe initiative in Ohio, partnering with financial institutions to equip frontline staff to prevent senior financial exploitation and scams. In her spare time, she enjoys volunteering for local animal rescue organizations as a foster “parent”.