Let me ask you this, when it comes to thoughts on your money:
Do you feel you have no clue where to start?
Think it’s too complicated?
Know you should manage your money but don’t know how?
You’re in the right place because we can solve all of that and more.
My passion stems from being where you might be today – drowning in debt and no clear vision of what your financial future could look like. Together we can design a concise and visual budget that fits your needs specifically.
In short, I provide my clients with the discipline that they often cannot or will not provide for themselves.
The cornerstone of my business is the personal level of service I offer coupled with the tools and knowledge to devise a plan to help you become debt-free and financially solid.
Here’s how we start…
Your Eureka Session
It all starts with a foundational assessment and strategies to address your most urgent needs while building long standing, deep running roots.
Here are the steps we take in this session:
- Analyze your current income and expenses to maximize your potential
- Organize your bills in a way that eliminates confusion
- Create a unique budget that aligns with your values
- Design a debt payoff plan that doesn’t break the budget
- Identify your goals and objectives to prioritize what’s most important to you
- Build a personalized savings plan that increases confidence for your future
- Planting the seed to develop better money decisions
This session includes:
- 2hr video call
- Discussion of Your Top 3 Money Concerns
- Income/Expense Assessment
- Follow up recap and recommendations email