Renee Parris, CF2

About Renee Parris

Renée Parris is a Financial and Business Coach specializing in customized retirement and financial planning for clients of Forecast Financial Group.  Her core philosophy is that every consumer deserves to be empowered through financial education to create a more stable financial future.  Based on their current assets and future goals, she collaborates with individuals to navigate the uncharted waters of their financial future by positioning their portfolios for growth with little to no risk of loss. 
 
Renée is a thought leader and works closely with each member of our team to oversee the implementation of client-centric strategies.  Her ability to listen and develop plans for our client’s needs is a strong addition to the daily operations of our firm.  Because each stage of life requires different strategies when it comes to financial success, she is committed to being actively involved in the ongoing educational resources we make available to consumers.
 
As a lifelong learner, Renée is constantly researching new strategies and challenging traditional ways of planning to ensure our clients get relevant and timely information for today’s financial climate.
 
Drawing upon her decades of entrepreneurial, corporate and non-profit management experience, Renée is able to easily relate to clients from all walks of life and career experiences.  Getting to know our clients, their financial goals and collaborating on a plan to help position the individual's assets to achieve those goals is the driving force behind Renée being sought after as a coach, financial educator and non-profit consultant.  She is an approved instructor with Adult Financial Educational Services (AFES), author and frequent guest of the “Financial Fifteen” segment on an internationally syndicated radio show.