Have you found yourself overwhelmed with the personal finance information available?  Or do you think that financial services is only for a certain population (ie the already wealthy)?  These are some of the challenges we are aiming to help you navigate.  I am truly invested in helping you take away any stress, anxiety, or even just extra weight that your finances may have in your daily life while increasing your financial literacy.  I work with all populations - those who have not yet started or just starting their wealth building journeys, to those who are well in their wealth building journeys and want to find adjustments to optimize their finances and reach bigger goals - like total financial freedom.  My goal is to bust the myth that financial help is not just for the already wealthy.  I aim to help save you time and keep you focused on the information you actually need - and when!

To be upfront - if you are looking for someone to manage your money for you, then I am not who you are looking for.  I will not sell any financial or investment products to you - I have no sales incentives and my goal is to give you unbiased education to help you figure out what is best for you.  I will empower and educate you to have full control over your finances and the benefit of having me along the way is to help you reach your goals faster and save you time trying to filter out what you really need to know.

If you are someone who does well with a budget - I will provide budgeting guidance, but if you are not, then GOOD NEWS! - this is not a budget.. this is a comprehensive plan to reach your personalized financial goals with financial education included and we will work together to strengthen your financial health as a whole, and that could include your spending habits.  While I cannot say with absolute certainty that we can reach every single goal without knowing your specific situation - I can tell you that in the personalized financial roadmaps I prepare, I curate a series of steps that you can do - many of them immediately- and they are methodically broken up into very digestible pieces.  I feel confident in saying that the combination of these clearly laid steps, as well as the accountability of having a coach will help most make much bigger strides in their financial futures than they would have otherwise done on their own.

Google, Youtube, social media, etc. is full of amazing free information!  Too much information, and not all of it will steer you in the right direction.  However, you can find everything you need out there for free and you can absolutely choose to do that.  It took me over a decade to learn everything I know now - and in that time I have missed out on tens of thousands of dollars - even as someone who has been financially responsible who constantly keeps up with personal finance!  Through my training and experience, I have likely encountered a situation like yours, and I want to save you hours of research and help you avoid making the same money mistakes I did.