Marjorie McLean, MBA, AFC®
Personal Finance Educator, Counselor & Coach
Custom Money Wisdom Serving Groups & Individuals
Custom Money Wisdom Serving Groups & Individuals
Fresh perspective
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.
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
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.