How can I help you get started on your journey to a Financially Smarter life?
During COVID-19 all meetings will be via Zoom or phone.
One-on-One Financial Consultation
A financial consultation can cover a range of topics, specifics to be determined by your personal or business needs.
Change takes time. Get step by step guidance to make the changes towards a financially smarter life.
This is a FULL package for clients with investments, businesses,and personal finance guidance. With weekly check-ins and more intense hand holding through out your financial change.
NEW! THE FINANCIALLY SMARTER COUPLE: How to talk, plan and dream about your money – together” a course for couples starting out life together.