Financial Fitness and Wellness

Fitness and wellness
Fitness and wellness
Fitness and wellness
Fitness and wellness
Fitness and wellness

Our Service


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 in order to outline a complete financial health picture for my clients. We can then determine areas of improvement by establishing a financial budget, as well as a long-term financial health plan.

Areas that are included in the evaluation and planning are: Budgeting; Checking Accounts; Savings Accounts; Retirement Savings; Debt Management and Consolidation; Equity Management; Expense Management; Trust, Will and Power of Attorney; Automobile(s); Additional Substantial Assets; Needs vs. Wants; Emergency Fund; Insurance; School and College Savings; Home Ownership and Mortgage; Taxation; Investments; Dreams and Goals; Unexpected Life Events; Dependent Care Needs.

Related Services

I partner with businesses and individuals in all life stages. I offer financial health education and coaching so each individual gains financial and debt management skills. I also help clients with personal budget evaluation and preparation.


Financial workshops



Contact Us

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