Welcome to “More Than Just Numbers,” where personal finance meets purpose and possibility. I’m JoAnna Dizon Billete, a Certified Public Accountant and your ally on the path to financial clarity and empowerment.
Blending expertise from my career as a Tax Manager with a passion for personal finance, I’m here to show you ways that you can be a master of your own finances. To help you feel in control and confident and to have your lifestyle and budget work for you. My goal is to make the complex simple for every individual who dares to dream.
Armed with a Summa Cum Laude degree from Montclair State University and a rich background in Trusts & Estates, I take pride in distilling complicated financial concepts into actionable insights. It’s not just about saving for the future but about enjoying the journey—investing in experiences, nurturing growth, and making informed choices.
Beyond the Balance Sheet
Life is more than a ledger of debits and credits. Away from the spreadsheets, you can find me channeling my creativity through singing, diving into the latest audiobook, or unwinding with cozy video games. From penning poetry to globetrotting and savoring the culinary arts, my personal hobbies infuse my professional life with imagination and empathy.
Charting Your Financial Course
This blog is a testament to the belief that financial literacy is a cornerstone of a fulfilling life. It’s about striking a balance—honoring your present self while planning for your future. It’s about learning to navigate life’s financial currents with confidence, whether it’s crafting a budget that reflects your lifestyle or planning for life’s significant milestones.
A Note of Wisdom: To my younger self and to all who are carving their path: perfection is a myth. Embrace the beauty of progress, cherish your aspirations, and always remember that the true measure of success lies in the richness of your experiences and the pursuit of your passions.
Join me at “More Than Just Numbers,” where we’ll find ways to maximize financial tools to help you find the simplest joy in each day, enjoying the present ground on your feet while still aiming for the stars in your financial journey. Let’s soar together!
More Than Just Numbers 