Services
I believe your plan should fit your needs. There is no one-size-fits-all when it comes to your money. Whether you need help climbing out of debt, preparing for retirement, or just don’t know what to do next, I can help.
If you’re not sure which service is right for you, give me a call or send me an email and I would be happy to find a plan that works for you.
Financial Evaluation and Analysis
Like a multi-point inspection for your finances, this service provides a clear picture of where you stand and how to move forward. We’ll review your goals, organize your key documents, and analyze your financial health. You’ll receive a customized report that highlights your strengths, pinpoints areas for improvement, and gives you clear, actionable next steps.
If you’re ready to take control of your finances but aren’t sure where to start, coaching can help. We’ll work together to design a realistic budget, tackle debt, and build lasting financial habits—all at a pace that fits your life.
Financial Foundation Coaching
When you’re facing a major financial decision, you don’t need more noise—you need clarity. Whether it’s handling a windfall, navigating stock options, or deciding between moving and renovating, I’ll help you evaluate your options, run the numbers, and move forward with confidence on whatever financial crossroads you’re facing.
Decision Point Advising
Whether retirement is near or years away, we’ll model multiple income scenarios, stress-test each plan, and ensure your strategy can last. The result: clear, data-driven confidence that your retirement goals are achievable and secure.
Retirement Readiness Strategy
Ready to work together?
Fill out some info and I will be in touch shortly. I can’t wait to hear from you!