🪙MM🪙

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

🪙MM🪙

What I Offer

Individual Meetings

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

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

This service provides clients with access to the coach whenever my assistance is needed with a maximum of 3 meetings/calls per month.