I’ll work with you to develop a healthy, long-term financial plan based on actionable advice and education that will help you make smarter money decisions.
Our Financial Consulting Process
Start your journey to financial freedom with a free, 30-minute consultation. We’ll talk about your current financial situation, your financial goals, and any questions you may have about the overall process. I’ll never ask for your account numbers or any sensitive info. I don’t even need to know your real name!
Once we begin your journey, we’ll schedule a follow up call to discuss your personalized debt management program that outlines your evolving debt relief plan and personal finance roadmap.
On top of monthly calls where I’ll monitor your progress and teach you money-saving tips and financial education, you can also reach out 24/7 for coaching questions.
DO ANY OF THESE SOUND FAMILIAR?
You’d like to build a savings
You’d like to feel more prepared when it comes to unexpected bills
You’d like expert direction on where to start with debt repayment
You’d like to live a nice lifestyle without worrying about how to pay for it
You want more for your family and your future