SERVICES
Are any of the following topics areas in your life where you could use guidance and support?
Whether you're grappling with credit card debt, student loans, or car loans, it's time to shift the balance of power. Let's join forces to redirect those funds from enriching corporate America and instead channel them towards building your own wealth.
Debt Elimination
Entering the workforce for the first time? Planning a wedding, looking to purchase your first house, growing your family? Crafting the correct financial plan can save you significant time, money and stress when compared to not having the right plan.
Milestone Planning
Do you have a budget? Do you stick to it? Most Americans have a budget but still overspend. Having the right behaviors and tools in hand are key to mastering your household cashflows.
Budgeting
Do you know your net worth? More than half of Americans don't know how to calculate their net worth and almost one third of Americans do not have a positive net worth. Net worth tracking is a cornerstone of measuring your financial health.
Networth Tracking
Do you feel confident about your financial future? Have you projected your financial future? Combining your budget, net worth and financial goals to create a comprehensive financial plan provides you with the confidence to know you are on a successful financial journey.
Financial Planning
If you are ready to take control of your finances, schedule a free consultation with me to see how I can help you on your financial journey.
ABOUT ME
From my very first undergraduate class, Finance has captivated my interest. Over the years, I've consistently saved and strived to make sound financial decisions. With each step in my career, I've devoted myself to expanding and refining my financial expertise.
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Through this journey, I've discovered a deep-seated passion for both learning about and imparting financial literacy. Guiding others on their path to financial independence has become a calling for me. Whether you're just starting out or navigating the complexities of personal finance, I'm here to support you in your journey to financial independence.
With over two decades immersed in corporate finance and a lifetime dedicated to managing household finances, I bring a wealth of practical experience to bear. My academic background includes a bachelor's degree in finance, as well as an MBA.
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Driven by a passion for continuous learning and teaching, I constantly seek out new financial insights through reading, listening, and absorbing various content. My ultimate goal is to empower others to conquer their financial anxieties while demonstrating how behavioral shifts in money management can effectively alleviate stress and amplify joy.
MY VISION
Envision a life unburdened by financial concerns, where your dreams are within reach without limitations. Allow me to be your guide on the journey to realizing this vision.
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Having witnessed the shortcomings in services offered by conventional financial advisers, accountants, and investment managers, I've come to understand the necessity for a more personalized and inclusive approach to financial management. As a fee-only financial coach, my aim is to deliver superior value through tailored financial strategies crafted for your success.
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My customized solutions offer a comprehensive plan designed to suit your individual circumstances and aspirations. My goal is to empower professionals to take charge of their financial journey with confidence and clarity.
PRICING
The 2 most common pricing models for financial advisers are Assets Under Management and Fee for Services. These models work for some clients, but are costly and require a significant financial commitment.
​A fee per session allows clients to set their own pace as well as slowly learn and grow to get to the place where they would need to be to create a detailed financial plan with minimal commitment.
A simple per session pricing structure, $150 per session. Session length 1 hour. No commitment, will tailor frequency of sessions to each client to best meet their needs.