Our sessions will be

  • Personalized

    Our initial session will be dedicated to assessing your current situation and to see if working with me would be a good fit for you.

  • Targeted

    Everyone has a unique situation. I will work closely with you to help identify where you want to be and steps you can take to get there.

  • Integrative

    Achieving financial well being is more than dollars and cents. How individuals look at money is a mindset that has largely been established by the age of 7. I will be guiding you in ways that you can look at money and finances in a new light.