Where do you live? City and State (or Country if outside the U.S.)
Spring, TX
Do you like where you currently live? Why or why not?
Yes, I like where I love. It’s a north Houston suburb with a strong sense of community.
Do you have any hobbies? What are they?
Reading
What is your highest level of education?
Bachelor’s
Where did you go to school? What did you study?
Midwestern State University, Wichita Falls TX, I majored in Accounting amd minored in Information Systems
Are you currently employed?
Yes
What is your current occupation?
Bank Controller
Do you like your current occupation / job? Why or why not?
Yes, I like my job. It still has things that challenge me to learn more and feel like I make a contribution. I don’t like that we’re going to have to be in the office 5 days a week starting this fall.
What is your yearly salary (or approximate yearly compensation)? Feel free to include any bonuses or other compensation perks you may receive this year.
$250,000
Have you ever been promoted at work? What position(s) were you promoted to?
Yes. I started as Accounting Supervisor, then Accounting Manager, amd now Controller.
Have you ever negotiated your salary? If so, how did that go / what was the outcome?
Yes, I left this company for 8 months for more money. When I returned, I negotiated more money for the same position I left.
What is your relationship status?
Married
Do you and your partner have joint or separate finances?
Joint
What is your *monthly* rent / mortgage for your household?
$1,820
Do you have any children / dependents? If yes, how many?
2 adult children
Do you have any pets? If yes, what kind?
My 16 year old dog just passed away.
About how much do you spend on groceries *each week*?
$300
Are you debt free?
No
What kinds of debt do you have?
Other
How much *cash* savings do you have currently?
$10,000 +
Are you currently investing/saving for your retirement?
Yes
About how much money do you have invested/saved for retirement? Are you satisfied with this number?
$1.8 million I would like to have more to retire with to feel comfortable and still travel.
What’s been your favorite purchase this year?
Our Alaskan cruise vacation.
What’s one piece of advice you’d give to your younger self?
Do not use credit cards unless you can pay it off each month.
What current goals do you have? (ex. Health goals, Fitness, Money, Career, Travel, etc.)
Get youngest child out of college. Pay for daughters wedding. Pay off the mortgage in 29 more months. (Original 30 year mortgage, paying off in 7 years)
What are you currently struggling with, if anything?
The loss of my dog. Dealing with our children growing up and getting married.
What accomplishments of yours are you most proud of?
Raising two Christian children who are great humans.
What makes you imperfect?
I am sometimes a control freak. I am a pack rat. I don’t exercise and like to eat. Trying to reverse my insulin resistance. I have too good of a relationship with Amazon.
It’s Personal is an anonymous blog series about the personal lives and finances of women.
