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Be at Peace with your Finances

Managing money can seem overwhelming…

Let me help you!

I AM:

  • A Financial Coach, guiding clients to make good financial decisions

  • A Financial Literacy Instructor, educating clients about the tools needed to be financially successful

  • An individual helping clients understand the reasoning behind their financial decisions

I AM NOT:

  • A Financial Advisor, buying and selling investments for clients

  • A Financial Planner creating investment portfolios

  • An Advisor directly handling your money in various accounts

I can assist you whether you just entered the workforce, feel financially stuck, or want a better understanding on how to handle your money

Everyone can benefit from some guidance regarding their finances, regardless of their stage in life

If you work with me you will:

  • Gain a better understanding of your relationship with money

  • Identify tools to help you on your personal money journey

  • Acquire the skills to make sound financial decisions

IT’S ABOUT PROGRESS, NOT PERFECTION!

WE’LL START WITH THE BASICS:

  • Needs Vs. Wants

  • Spending Habits

  • Current Financial Position

  • Short and Long Term Goals

LET’S GET TO WORK:

  • Budgeting

  • Banking and Savings

  • Credit Cards

  • Credit Scores

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What I Offer

Individual Meetings

$40-per hourly meeting

This service allows me to meet with you in-person or virtually to gain a better understanding of your relationship with money as well as your current financial situation. We can discuss financial goals,

Group Meetings

$150-per meeting

These meetings will allow me to guide the group on a specific topic group organizer has suggested. Group discussions and activities will be conducted during these meetings.

Subscription Service

$75-per month

This service provides clients with access to the coach whenever my assistance is needed with a maximum of 2 meetings/calls per month.