Personal Services offered
Complementary Consultation
Schedule a complementary 15-minute call with me to discuss your financial situation and the things that you want to be more confident about. We will discover how we can work together to help you keep more of what you earn.
Discovery Session
A strategy session to brainstorm and get clarity on the details of your finances, discuss a spending and savings plan, explore money-saving opportunities, goal-setting, find where to create abundance and ensure your money choices align with your VALUES.
Financial Coaching
We will develop a financial roadmap to help you exceed your goals and dreams for your life. You will develop confidence in your day-to-day decision-making. I will help you uncover ways to be a better steward with your money, help you become financially independent and build your wealth. We will work together for you to take action and flourish! Coaching sessions will be held via Zoom or over the phone.
I am a graduate of the Financial Coach Academy and have passed the AFC Exam (Accredited Financial Counselor).