Maybe you are stressed by your personal finances, you're overwhelmed with debt, you're overspending and are unhappy about it, you're dissatisfied with your lack of savings and although you have a good career, you're living paycheck to paycheck.
TAKE ACTION TO TRANSFORM YOUR FUTURE!
- A personalized one-on-one coaching program. Whether in person or via video teleconferencing, our dedicated one-on-one coaching sessions focus on your fundamental financial issues and habits. I will partner with you to change your behaviors towards your money utilizing various tools.
- A personalized near term and long term spending plan that outlines the best direction to take with your finances and prioritized financial goals for you and your family.
- A complete 14-point Financial Health Assessment that reveals the complete state of your individual financial health. It looks at 14 critical points of your financial life, and devices a strategy to win in every area.
- Budget Counseling and Development. I work with you to develop a customized and personalized budget that will fit your individual situations. This detailed approach will help you manage your everyday money, reach your goals and win every time.
- A Debt Reduction Plan. Getting out of debt is totally achievable. While the challenge of debt can seem overwhelming, you CAN and SHOULD get out of debt. Considering the complexities of multiple debt sources, we evaluate your debt, analyze all possible strategies and generate a debt reduction plan.
- Prioritized Financial Goals for you and your family. Sometimes its hard to identify your financial goals. I partner with you to identify your true financial goals, prioritize them and align them to your financial plan.
- A Savings plan. Together we develop a simple and realistic strategy that empowers you to save for all your short- and long-term savings goals.