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Dana's Incredible Journey to being a Financial Coach

Episode Notes

Dana Croschere is the newest member of the Heritage Financial Strategies team, joining us as a Financial Coach.  And she has an incredible story of how she got here.

In her 20's, Dana had a financial crime committed against her, when a boyfriend bought a boat and trailer in her name and took off. All of a sudden, she was faced with paying off big-ticket items she didn't even possess.  Through tenacity and discipline, she was able to claw her way out of a desperate situation.   Inspired by her own work and experience, she went to Wells Fargo, and climbed the ladder in their Financial Crimes division.

Following some health challenges, she's re-defining herself yet again, and really wants to help people meet their financial goals. She's got the chops and experience, and she knows how to put together a budget, collaboratively, with our clients.  

Dana also explains how she ended up as the protagonist in a documentary, produced by her partner Krisanna, about her journey back.

Resources: 

Love Heals Movie: https://lovehealsfilm.com/

Heritage Financial Website: https://heritagefinancialaz.com/