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 some of the things that can happen in a Eureka Session:
- Organize your expenses so there’s no more surprises and you feel in control
- Eliminate the stress of living paycheck to paycheck
- Create strategies for a more efficient bill paying that’s quick and easy and keeps you on track
- Review your current systems and habits
- Design a savings strategy that leaves you feeling secure
- Tackle your debt and design a debt payoff strategy
- Gain control of your money
- Stop winging it and create a plan
- Learn the first steps needed to achieve financial clarity and confidence
- Planting the seed to develop better money decisions
This session includes:
- 2hr video call
- Discussion of Your Top 2 – 3 Financial Concerns
- Income/Expense Assessment
- Follow up recap and recommendations email