I work with clients, providing exceptional consulting services that are catered specifically to their needs. I do not sell financial products. You will not need to change banks, investment companies, etc. to work with me. Together we will look at practical steps to improve your finances. We will also create a budget that provides for the items you value...the ones that bring you joy. If you believe you need a financial coach in one of these areas, please reach out to me and let's discuss the ways I can assist.
Are you currently paying or saving for yours or your child's college tuition? Would you like to gain insight about how to minimize those costs? Use the Contact form and we can discuss ways to manage this expense.
Creating a budget that is centered around your hopes and dreams is vital to your financial success and peace of mind. I have created a budget form that does all the math for you. Contact me and we can discuss how to create your budget.
Financial upheaval is one of many concerns in a divorce. If you have financial questions either prior to or following a divorce, contact me and we can start to find a new path forward.