NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Tabitha Green has a unique background which leads her into the Financial Services industry. While working in Corporate America, she discovered her interest in natural health. Tabitha learned about different modalities and new holistic approaches to living well which she still incorporates into her own life today. As a dedicated wellness advocate, she eventually received her health coaching training from the Institute of Integrative Nutrition in 2013. There, she learned that nourishment goes well beyond what is on our plate. Our physical, mental, relational, spiritual, professional, and financial health are all connected.
As part of her training, she conducted health histories with individuals. Tabitha quickly discovered a common thread in those interviews. The financial health was out of balance which was a major contributing factor to the stress experienced and the decline in other areas of their well-being.
Tabitha merged her love of wellness and self-care with financial literacy. Today, she exclusively focuses on the financial wellness aspect. She saw a great need to serve her community by educating, empowering, and executing insurance-based strategies, fostering a healthier, happier, more balanced life.
Her specialties are life insurance, tax-favored retirement planning, wealth building and asset protection.
Outside of work, Tabitha enjoys spending time with her two daughters and pup, cooking plant-based recipes, bootcamp workouts, nature and life-long learning.
Tabitha holds a Certified Financial Fiduciary designation.
Licensed in Life and Health