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.
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
Desire assistance in multiple areas: budget, debt, credit building, etc.
Need assistance to better understand your financial situation
Single subject, but with more complexity.
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.