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 financial planning so they can have a personalized map to follow to realize the financial life they desire.
“As a brand new author, I knew little about how to write, organize, publish, or market my book. Kathy led me out of the dark and into the sunshine of owning my story and becoming a published author! She connected me to an affordable publisher and a graphic designer who created the perfect book cover. Kathy also patiently read and re-read my manuscript, adding a perfect phrase here, restructuring a sentence there, contributing to my message that continues to reap high praise from readers and attract clients to my coaching practice. She is a leader in her field and a valued key to success for new authors.”
Tresa Leftenant CFP®
Author, Speaker and Founder