Book an initial consultation to get started. In this meeting we’ll discuss: (1) financial issues (2) your current financial position (3) short-term financial goals (4) long-term financial goals. This meeting ensures that your coaching plan is individually tailored to your needs.

Learn how to build an annual budget with monthly check-ins. This will create an annual savings plan while building a better understanding of where your money is going.

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I help to assess your financial situation and strategize a plan best fit for you. Personal finance is a lifelong journey, and despite how well you plan, you can never know what exactly will come up! For all of my clients, I am available to Twitter to answer any quick questions you may have at any point in time. I also offer 1 hour ad hoc sessions for more deep or complex questions.

Everyone has a different level of understanding when it comes to finance. Let me help teach you all that you need to know about your personal finances. The courses and templates are flexible for all existing knowledge levels.

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I offer educational courses on curated topics! After the initial consultation, I will highlight some areas that I think we can spend more time on.
Examples of Courses Include: (1) A Complete Understanding of Credit; (2) Inflation and the Time Value of money; (3) Lifestyle Inflation and Impact to Savings; (4) Retirement Part #1: Myths of Retirement

Learn about specialized topics, including but not limited to: credit scores, inflation, lifestyle inflation, retirement and savings accounts. I offer different plans so you can access the tools you need to reach financial freedom!

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