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 over the next 6 months.
On top of monthly calls where I’ll monitor your progress and teach you money-saving tips and financial education, you can also use your client portal to reach out 24/7 for coaching questions.
DO ANY OF THESE SOUND FAMILIAR?
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You’d like to build a savings
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You’d like to feel more prepared when it comes to unexpected bills
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You’d like expert direction on where to start with debt repayment
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You’d like to live a nice lifestyle without worrying about how to pay for it
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You want more for your family and your future
Why Work with Me
I’m not like other financial consultants. I don’t apply a single methodology or push a curriculum onto you. I believe it’s important to take your unique lifestyle and circumstances into consideration.
Unlike the advice from other financial coaches, you don’t need to survive on peanut butter and jelly sandwiches until you’re out of debt. This money-saving advice will not help you in making smarter money decisions in the long run. We not only help you get out of debt as quickly as possible, we help set you up for long-term financial success.