Work with Me

Ever wonder to yourself, “where does all my money go?” Well, after this session, you will know. And, you will gain more clarity about how to align your lifestyle with your values and your goals.

College Funding

College keeps getting more expensive but it doesn’t have to be unattainable for you and your little ones. We will work on a plan together to fund your child’s education.

Think that plastic is always a bad thing? Think again. I will guide you through how credit cards work, how to maximize the best credit cards for your desired lifestyle, and how to work them into your budget.

Debt Management

We have all been there - credit cards and student loans, it seemed like free money and something we didn’t need to deal with in the moment. I would love to find a way to make it a liberating experience by tackling it together.

Anyone can be an “investor”….. yes, even you. I will break it down to the basics so that you can do it yourself. If you decide it’s not for you, I will at least provide you with the framework and knowledge to understand the different approaches should you choose to delegate to someone else.

Retirement

Planning your retirement is what I call true “adulting.” Getting old doesn’t have to be so daunting. I want to help you create a retirement plan so that you are prepared for the years ahead.