Our Services

Our Services

I offer personalized financial services, consulting and support. I help individuals and organizations ~ at various life stages, in all walks of life ~ face their challenges by preparing and engaging in specific financial goals, avoiding financial pitfalls, and repairing the impact of financial hardship.

I give clients knowledge by considering a variety of financial aspects that may – often unknowingly – be impacting them. I provide the tools (such as plans and budgets) and moral support they need to live sound and financially healthy lives. I aim to help them fulfill their financial goals.

Financial workshops

I create and deliver an informative and engaging seminar series or workshop(s) for employees of small and large organizations or individual participants.

Fitness and wellness

I educate and coach the client based on an evaluation of their current financial fitness, goals, and life stage. I discuss all areas impacting personal finance….

Financial coaching

Different life stages bring different financial challenges. Younger generations struggle with paying off student loans, building up…

Budgeting

I create and deliver an informative and engaging seminar series or workshop(s) for employees of small and large organizations or individual participants.

Credit repair

I educate and coach the client based on an evaluation of their current financial fitness, goals, and life stage. I discuss all areas impacting personal finance….

Contact Us

Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!