About Me
Hi! I’m Theresa — a financial advisor turned writer.
Apart from a brief foray into public service, I’ve dedicated my career to helping people improve their financial situations.
I’ve worked in the financial services industry in three different capacities:
Financial Advisor
I worked for a fee-only financial planning firm where I created investment recommendations for 75+ clients per year. During this time, I obtained my Series 65 license and completed three financial planning courses at Boston University.
Financial Coach
As a financial coach, I helped young professionals create a plan for their money and achieve their goals through saving and budgeting.
Financial Counselor
As a financial counselor for an economic empowerment nonprofit, I partnered with low-income families to help them pay off debt and build credit.
Empathy-Driven Content
My experiences have allowed me to work with everyone, from ultra-high-net-worth individuals to families experiencing homelessness. I have deep empathy for the financial challenges people face, which shines through in my writing.
When I’m Not Working
When I’m not writing, you’ll find me exploring New England or listening to live music. I equally enjoy traveling and being a homebody.
Ready to get started?
Theresa Stevens 