Services
Budgeting
Have you always struggled when it comes to monthly budgeting? Effective budgeting is one of the biggest tools you have to take control of your money, achieve your financial goals, and set yourself up for long-term success. I can provide practical resources and the guidance you need to help you form and stick to a budget.
Debt Elimination
Whether it’s student loans, credit card debt, auto loans, or something else, you and I will formalize a plan that will allow you to start paying off your debt and eventually eliminate your debt altogether.
Savings
Are you trying to build an emergency fund, build a long-term savings account, or save for a house or another large purchase? You and I will develop a plan to help you reach your savings goals.
Retirement Strategizing
What are you goals for retirement? Are you saving enough to allow you to have the lifestyle you desire? Together we can review where you are at, what your different options are, and come up with a plan for you that will allow you to have the life you desire in retirement.
College Planning
Are you hoping to send your children to college without having to take out thousands of dollars in student loan debt? We can talk through affordable college options and savings options when it come to investing for your child’s collegiate future.
Life Insurance
Do you have questions about if you need life insurance coverage or how much coverage you need? I’ll work with you to determine what type of coverage you need (if any) and help you get a plan that best meets your needs.
Managing Money in Relationships
Whether you are engaged, newlywed, or you have been married for years, working together with your partner when it comes to finances is one of the most important things you can do. After all, financial trouble is cited as one of the number one reasons for divorce. I can help you and your partner get on the same page and develop a plan for your finances that you both agree on and can work towards together.
And More…
Do you have something that you’d like help with that isn’t listed above? Schedule a free 15 minute consultation with me to discuss options.