Who you are:​

You make good money, yet you don't know where it goes. You still feel like you're living paycheck to paycheck.
You've dreamed about quitting your job but don't know if that's even possible. Forget retirement; that just seems like a dream.

​​What I offer:​

I am a personal finance coach and Certified Money Coach (CMC)® . I help clients from all over the world transform money behaviors that no longer serve them so they can become confident about their personal finances. 

To give you an idea of how I can help you, below are some of the goals we can achieve together. This is by no means a comprehensive list of what I can help you achieve. Every individual is different, so please schedule a free initial consultation to better assess your needs and see if I can help you.

Develop a solid financial plan, so you are in control of your finances
 Understand how investments work so you can do it yourself
Gain a better understanding of your retirement options
Create a budget that works for you
Ensure you're maximizing all of your employee benefits, including understanding all your options
Assistance with student loan debt management
Money behavior and mindset transformation

I offer a 20% discount on package rates if you make $60K ($120K married) and your net worth is $100K or less

​For first time clients, I offer three package rates to choose from below:
  • One-hour focused session for $400. 
    • Great for only one focused question. ​An example of this is: should I sell my house or not, a full audit of your current financial situation with suggested improvements, or a tax planning session.​
  • Four one-hour sessions at $1400.  
    • Covers mainly practical financial coaching:
      • Full audit of your current financial situation
      • Budgeting and building a solid financial foundation
      • Investment education - I believe the only person who should handle your money is you. My style is to coach and educate, so you know how to take charge of your investments. Thus, saving you the 1% average fee that you pay someone to manage your portfolio. Would you rather know how to do this yourself or have someone else do it for you? Remember, the only person who should care about your finances is you.
      • Tax Planning, education, and review - I am a tax professional (IRS Enrolled Agent), we will review your previous year's tax return and make sure you understand your taxes and know how it's connected to your paycheck and overall finances. I also give you tips on how to minimize taxes for your situation. Tax preparation, however, is a separate service.
      • Retirement Planning - the earlier you start, the better you are prepared for retirement later. I will teach you how to create your retirement model to be confident about where you are heading and that your finances are on their way to support that retirement you have been dreaming of. As a coach, I do NOT create your retirement plan; I will give you the tools to guide you so you can own this critical aspect of your finances yourself.
    • Two payment plan of $725 is also available.
  • Eight one-hour session package for $2500. Recommended if you have money behavior challenges to work on. 
    • This package includes everything in the description of the four-session package above, PLUS behavioral money coaching. 
    • Almost anybody can benefit from this since it brings awareness of how your history has played a role in how you handle money now. 
    • Behavioral coaching is required if you have debt (excluding mortgage) and have a hard time getting out of it. No amount of practical financial coaching can help get you out of it if we don't deal with the underlying cause. Debt is just a symptom.
    • You get the best of both worlds. We will work on the practical aspect of your finances plus the behavioral aspects as well. You could say money coaching is *almost* like financial counseling. 
    • We deep dive into your history and work through the traumas and heal the past so you can transform your relationship with money and have lasting changes. 
    • Payment plans are available, with $25 surcharge added to each payment breakdown. 

Completing the eight session package above will qualify for ongoing support of $300 an hour per session. Quick questions are welcomed by email after the sessions have been completed. 

My mission is to help anyone who is ready to take control of their finances, regardless of income. As such, I do offer income-based discounts. Schedule a call to find out if you qualify.

I am also an IRS Enrolled Agent. Being an Enrolled Agent gives me unlimited rights to represent anyone in front of the IRS, just like a CPA and Tax Attorney has. My focus is on giving an individual the best advice regarding taxes and helping my clients plan their taxes wisely.

Are you ready to take charge of your finances? If so, please schedule a time for a complimentary 15-minute video chat below. I am more than happy to chat or answer any questions you may have, so feel free to set up some time with me by clicking below.

​I do not offer investment management; I empower my clients to manage their own money instead of having someone else manage it for them. ​​
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