Work with Me
Where I Can Help
Budgeting and Cash Flow Management
Debt Management
Insurance Optimization
Tax Planning
Investment Strategy
Planning for Education Funding
Retirement Planning
Estate Planning
Home Buying or Refinancing
Credit Score Improvement
Pension and Social Security Planning
When Should I Book an Hour?
● Establishing and prioritizing short and long term goals
● You have a major life event happening or coming up
● You want help with debt or budgeting
● You want professional investment advice
● You have a financial goal you're planning for
● You want to understand your current financial picture
● You're aware you "don't know what you don't know"
● You are anxious or feel out of control with your finances
When to Work With Me
Have any questions?
If you have any questions about my services or want to get in touch, please feel free to reach out :)
