Contact me to set up a financial coaching session and let me help you achieve your dreams!
Individual or Couples Goal-setting
Once you know what goals you're working toward, I promise your motivation will go to the moon. I will help you figure out what matters most to you, then build you a financial plan with you that gets you there.
Customized Budgeting & Savings Plan
Don't let your current cash flow limit your dreams. I will teach you to dream bigger but spend smarter. Using your short- and long-term goals, I'll crunch your numbers and show you exactly how much you need to be saving. Goal based budgeting is the name of the game.
If travel is your passion, then I will help you get there by creating a personalized money plan. I'll break down your costs, build you a budget, and show you how to arrive!
Destroy Your Debt
Got student loans? Credit card debt you wearing you down? I'll help you hack the bank to refinance your loans (if needed) and get a handle on your debt once and for all.
I don't invest your money for you (I am not a money manager, and won't touch your accounts). What I will do is walk you through the investment landscape and help you select the services that are right for you.
I will help you make sense of retirement it all and set aside the right amount so you can retire comfortably when you're ready. Early or not.
ALL PLANS INCLUDE:
FREE initial 1-hour meet and greet plus goal-setting meeting
A follow-up meeting to review your financial plan
Quarterly check-ins over Zoom
Ongoing access as questions / challenges arise
Click on More Info with your contact info and I will reach out to schedule and appointment.
* All plans are recurring monthly subscriptions that you can cancel any time. Special student pricing available upon request.