Areas of Expertise
Financial Planning
Whether you're planning to be a homeowner, hoping to start a family, or looking to get on track for retirement, it's important to have an actionable plan to get there. We'll audit what you have in place, discuss any needed adjustments, and come up with a written plan for success.
Debt and Credit Management
Debt paydown can feel overwhelming and impossible, and credit scores seem like a foreign language to most of us. I'll give you the tools to make debt paydown manageable and put your credit score back where you need it to be.
Budgeting
No matter what someone's income, budgeting is the number one struggle for most of the people I work with. We'll talk about the two ways to create a budget that actually does something for you and decide which works best for your style, and then put checkpoints in place to keep you accountable and on track.
Financial Literacy Education
People are much more likely to follow through with their financial plan when they understand why it matters. My goal is for you to walk away feeling like you know exactly why you have your finances organized the way you do so that the effort you put into maintaining your plan becomes second nature.
My Approach
I believe in having a people-focused approach to money discussions. I joke about it often, but it's only half a joke: Working with me is a lot like doing therapy about money! There's a lot of emotions tied to how we spend the way we do and how we feel about our current financial situations, as well as our past and future financial situations. Getting to know my clients as people before I get to know them as a bunch of numbers is critical to me.
​
My goal is to build a long-standing relationship with clients rather than a transactional one.