TAKE CONTROL OF YOUR FINANCES

A life of Financial Freedom is more valuable than money

SERVICES.

  • Budgeting

  • Debt Elimination

  • Savings

  • Life Insurance

  • Retirement Strategizing

  • College Planning

  • Managing Money in Relationships

 

Testimonials

“Meeting with Brooke to budget and plan out my financial goals has been so transformative. I’ve never felt confident creating and sticking to a budget, and I’ve been so surprised at how much I’ve enjoyed this process and grown in my understanding of spending. Brooke is so warm, patient, kind, and knowledgeable. She has so intentionally taught me how to budget each step of the way. I quickly worked my way out of credit card debt, I’m seeing my savings quickly increase, and I’m making value-oriented decisions about my finances. I feel more freedom to spend money that I know I actually have, and I’m excited about planning for my goals and future.”

- Megan F.

“I would recommend coaching to a friend or family member because it's personally brought me a lot of freedom and a greater level of stewardship in my finances. I'm able to think through the priorities I have and budget accordingly! I've been able to hold myself accountable to my budget, save for an emergency fund and for miscellaneous expenses that come up throughout the year, pay off $2800 of student loan debt in 5 months, spend money on certain things without worrying or feeling guilty, and am no longer living paycheck to paycheck. I've also never thought seriously about investing and Brooke walked me through some explanations and options of how to start investing when I'm ready. I feel prepared for this season of life and the next!”

- Hailey P.

“Brooke has been a trusted friend of mine for many many years. From watching her build a successful business out of college to supporting other businesses with her exceptional talents, she is one you can trust to walk you through the ins and outs of financial and retirement planning. While I personally had my ducks in a row for budgeting and planning, I had some question marks regarding retirement. Brooke met with me a few times and we went over the contributions I should be making, adjusted the sails of my other investments, and introduced me to another way to have a tax-free retirement! As a planner, I feel even more prepared and peaceful to have this plan in place for my future - a plan that works FOR me and one that will set me up with the growing inflation by the time I retire. Thank you, Brooke, you're amazing!”

- Carly W.

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