Marjorie McLean, MBA, AFC®
Personal Finance Educator, Counselor & Coach
Custom Money Wisdom Serving Groups & Individuals
Custom Money Wisdom Serving Groups & Individuals
Do you have financial questions that need answers? I can help.
Do you have financial questions that need answers? I can help.
Whether you're concerned with budgeting, savings, paying off debt, preparing for marriage or a baby, buying a home, struggling with a loss of income, funding college costs or preparing for retirement. I can help.
Whether you're concerned with budgeting, savings, paying off debt, preparing for marriage or a baby, buying a home, struggling with a loss of income, funding college costs or preparing for retirement. I can help.
As an accredited financial counselor (AFC), I act as a guide & educator, providing options, tools & resources to help people identify & meet their financial goals. My goal is to be a source of financial information that is biased towards your well-being & 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. My goal is to be a source of financial information that is biased towards your well-being & future goals.
Financial Counseling for Individuals
Financial Counseling for Individuals
Meet Virtually - Over the Computer or Telephone
Meet Virtually - Over the Computer or Telephone
Flexible Appointment Times
Flexible Appointment Times
Single or Multiple Sessions
Single or Multiple Sessions
Financial Education for Groups
Financial Education for Groups
Virtual Workshops @ Flexible Times
Virtual Workshops @ Flexible Times
Work, School, Church, Social
Work, School, Church, Social
Full Spectrum of Financial Topics
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.
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.