Marjorie McLean, MBA, AFC®

Personal Finance Educator, Counselor & Coach


Custom Money Wisdom Serving Groups & Individuals

I bring a fresh perspective to personal finance. My goal is to be a source of financial information that is biased towards your wellbeing & future goals.

As an accredited financial counselor (AFC), I act as a guide & educator, providing options, tools & resources to help people identify & meet their financial goals.

Financial Counseling for Individuals

Meet Virtually - Over the Computer or Telephone

Flexible Appointment Times

Single or Multiple Sessions

Financial Education for Groups

Virtual Workshops @ Flexible Times

Work, School, Church, Social

Full Spectrum of Financial Topics

OPEN FOR BUSINESS: COVID-19 has brought about much uncertainty. At this time, and all the time, all financial counseling and education can happen virtually, in comfort and safety.