Marjorie McLean, MBA, AFC®

Personal Finance Educator, Counselor & Coach


Custom Money Wisdom Serving Groups & Individuals

Fresh perspective

I bring a fresh perspective to personal finance. My goal is to be a source of financial information that is biased towards your wellbeing and future goals. As an accredited financial counselor (AFC), I act as a guide and educator, providing options, tools and resources to help people identify and 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.