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Services
I offer four packages:
Services are confidential and provided in-person or over the phone. Call or email today to set up a free 30-minute consultation to help you determine which next step is right
for you.
Budgeting Basics
Do your spending habits reflect your dreams and financial goals? Do irregular bills and emergencies turn your finances upside down?
Learn how to set a budget, track expenses and live with a plan that allows you to reach your goals and fulfill your dreams.
Couples Kick-start
Do you and your spouse fight about money? Do you want to get on the right track and on the same page?
Learn how to blend your hopes and dreams, and then lock arms to make a financial plan that sends you on the path toward realizing your dreams.
Financial Crisis Counseling
Do your finances have you hopelessly baffled? Are you drowning in debt?
Learn how to dump the debt, live within your means and let yourself begin to dream again.
Financial Tune-up
Are you on track to reach your financial goals? Do you have a plan but have lost momentum?
Learn how to synchronize your daily habits with your goals and energize your plan, so you will be on-target to attain your dreams.
INCLUDES:
- Setting goals and priorities
- Making and keeping
a budget - Tracking expenses and savings
INCLUDES:
- Setting goals and priorities
- Making and keeping
a budget - Tracking expenses and savings
- Working the steps to
- financial freedom
INCLUDES:
- In-depth financial assessment
- Setting goals and priorities
- Making and keeping
a budget - Tracking expenses and savings
- Working the steps to financial freedom
- Eliminating Debt
INCLUDES:
- Financial assessment
- Clarifying goals
- Tweaking finanical plan
- Building momentum
