Personal Financial Counseling

My goal: To be a source of financial information that is biased towards your well-being and future goals.

Whether you’re seeking a financial counselor, coach, or mentor, I can help you and your money get moving towards YOUR desired financial future.

Single Session

  • One or two questions around a single topic

  • Good understanding of your current financial situation and details

  • 2nd opinion on financial topics you've already researched

Multiple Sessions

  • Desire assistance in multiple areas: budget, debt, credit building, etc.

  • Need assistance to better understand your financial situation

  • Single subject, but with more complexity.

Financial GPS

  • My signature approach ~ built for those who want a deeper & broader understanding of where they are financially & how to reach their financial goal destinations.

  • Usually six to eight sessions meeting over 4+ months.

OPEN FOR BUSINESS: All financial counseling and education can happen virtually, in comfort and safety. Schedule a time convenient for you: Evening and weekend appointments available.