Make no mistake, the journey to building wealth is neither easy nor short. Our focus is to get you started on the right track. The first step is always the most difficult, but the most imperative, to take.
Creating a Budget
The bread and butter of financial management. Helping you organize your expenses, keeping a balanced budget, and creating systems to automate your life.
Financial Coaching
Learning the world of finance on your own can quickly turn into a daunting task. I equip you with knowledge and tools to motivate your drive for wealth.
Crisis Management
Bankruptcies, foreclosures, collections, college savings, insurance, estate planning--- you name it. Being prepared for worst case scenarios will allow you to sleep peacefully.
Whether you’re in a financial struggle or looking for investment opportunities, I have the knowledge, tools, and network to find a solution for you. Everyone can benefit from improving their financial awareness.
Can you afford a $1,000 emergency?
Do you have at least 3-6 months in savings?
Our 3-Step Plan
Free Consultation. We start with an initial audit of where you currently stand with your finances and determine what problems you’re facing. My goal in this meeting is to provide you a basic understanding of financial control, and how it can impact your life. If you’re motivated to starting change, I will provide you with a self-assessment form that you’ll need to fill out and bring to our first coaching session.
Coaching Session. You will bring your completed self-audit (from the consultation) and we will sit down to review it together. Then we dive into your spending habits, life goals, financial desires, and even personal struggles to determine what objectives to tackle. I then equip you with knowledge surrounding your situation and devise a plan so that you can be equipped for the journey to wealth.
Follow-Up. Doing the budget once just doesn’t cut it. A written cash flow summary must be done at least once a month. Because your spending habits change so frequently, it’s important to update your budget routinely to keep you focused and in control. We will schedule a series of follow-up sessions to ensure you’re on the right track, and then you’re on your way to a life of wealth!