Image by Zane Lee

Financial Coaching

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.

2

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.

3

Travel Hacks

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!

4

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.

5

Investment Education

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.

6

Retire Early

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.