Savvy Ladies Volunteers
Susan Lee
Volunteer’s Bio
Susan is a mother of two talented, strong women, grandmother of four amazing children, and a retired chemical engineer. A lifelong DIY planner for her own finances, she became interested in helping others after being widowed. This led her to taking and passing the CFP exam, serving as a retirement coach in the Rock Retirement Club, and being a volunteer tax preparer in AARP's TaxAide free tax preparation service. She is especially passionate about helping women who are single by choice or circumstance.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Family Finances;Investing;Marriage and Money;Retirement
