Financial Services Offered
My work focuses on meeting you where you’re at and creating a plan to move you and your money forward.
Debt Elimination Strategy
Not sure what the right strategy is to get out of debt? Debt can often be as much of an emotional burden as a financial burden. I can provide you the support you need to emotionally face your debt. We will also work together to create a balanced debt elimination strategy.
Creating a Budget
Having trouble creating a personal or business budget? I am here to help. Budgets are important as they help define the strategy to reach your financial success. With many different budgeting options, let me help you create a budget that fits your goals and lifestyle.
Money and Relationships
With most relationships, money often brings about difficult and emotionally charged conversations. But it doesn't have to. I facilitate your discussions and provide objective advice to help you and your partner create a healthy dialogue around financial goals, budgets, and debt elimination.
The way we view money starts at a very young age and can impact our whole lives. I can teach you the tools you need to raise money smart kids at any age. Teen heading off to college? Let me educate and help them navigate their first budget and the sea of credit cards and student loans they are about to face.
Financial Wellness Check-up
A financial wellness check-up can help you review your current financial situation, goals, and strategy. I can help you understand the pros and cons of different financial products and decide what next steps you can take to reach a healthier financial future.
Money underpins our daily lives, however our financial education is often by trial and error, which can result in consequences that can take years to recover from. Financial education can start at any age or stage of life. I can teach you the principles to eliminating debt, saving, and growth wealth at any stage of life
Coaching and Accountability
We work together to identify your goals and create a step-by-step plan, specific milestones, and an accountability framework to help your money work for you. In the end you will feel empowered to make financial decision and feel more self-confident around money decisions.
I Am Your Sounding Board
Faced with a big decision, such as buying a home or starting a new business? Let me be your sounding board. With no hidden agenda, or vested interest, I can help you look at the pros and cons of your decision, create an action plan, and help you communicate that plan to others.