Ready to feel less stressed and more confident with your money?

As a financial coach, try to think of me as your money strategist. I love, love, love problem-solving and getting creative around money! My mission and my passion is to identify the main problem or challenge, outline the solution, then provide you with clear and aligned actions and behaviors - all with a focus on achieving your financial goals.

If you're not sure where your money is going, let's get to the bottom of it (and then figure out if you're good with where it's going or how we can improve it).

If you're in debt and wish you could get out of it, I'm going to devise and deliver a plan to you that helps you eliminate it.

If you simply wish you had a plan in place with your money that you could see so clearly how it got you to where you want to be, I'd love to give you that.

I'm action-oriented and truly enjoy taking complicated, overwhelming or long-term projects and breaking them down into manageable and targeted steps & benchmarks. I devise a step-by-step plan for you to follow, which is exactly what some people need. And for others, I'll also help keep you motivated and following through every step of the way! Call me weird, but it gets me up in the morning!

Do you BELIEVE it can be better? Are you at the point where you've decided "Enough is Enough - I'm done SETTLING!!"? The first step is that you must decide, "Yes! It CAN be better, I WANT it to be better, and I'm willing to do what it takes to make it better! I just need some direction and coaching!"

If so, GREAT! Keep reading about how you can start a whole new financial story for yourself!

Get started - The Eureka Session

During this session, we create the structure, actions & steps that are completely unique to you, all with the purpose of supporting & achieving your goals! Your money really CAN be something you are proud of, excited about and in control of! YES - IT IS POSSIBLE! Let me prove it to you with the Eureka session!

The correct Eureka session for you depends on your level of financial complexity. Choose the option below to find out more:

Young Adults

(If you are a young professional or college student between the ages of 18-24, the Young Adult Eureka session is the best fit for you.)

Young Adults CLICK HERE!

Individuals

young woman holding shopping bag and looking up(If you do not share your finances with another person, this Eureka session is best for you. However, if you own your own business, please choose "Small Business Owners" below. Married individuals who keep their finances separate should still choose "Couples".)

 

Individuals CLICK HERE!

 

Financial Advisor Explaining Document To Couple At TableCouples

(Your marital status is not necessarily the deciding factor. The main question is whether or not you overlap your finances with another individual? If so, the Couples Eureka Session is the best fit for you. However, if you own your own business, please choose "Small Business Owners" below.)

Couples CLICK HERE!

Small Business Owners

Woman is working on the laptop

 

(We help businesses with less than 3 employees. If you own your business and that's the primary source of income for you, choose this option. During the small business Eureka session, we take a look at your business AND your personal finances!)

Small Business Owners CLICK HERE!

 

Click here to read the Eureka Session's Agreement of Understanding.