Keep it simple.
Educate and empower.
As an Accredited Financial Counselor (AFC®), my mission is to help you zero in on what’s important to you and make smart decisions. I’m not a financial advisor. I don’t manage your money and am not paid to sell you financial products.
I’m a coach, here to help you overcome fear and build financial wellbeing. I show you how to connect dots between earning, spending, saving, and managing money. You walk away feeling clear and confident about making money decisions.
I don’t manage investments, offer insurance, or sell any products. If you need specialized advice, I connect you with people who can help.
Bite-sized insights.
Money Snapshot
Where does your money come from and where does it go? A visual picture of your money and how it flows.
Debt Nudges
How to chip away at credit card and loan balances and see how long it’ll take to get debt-free.
Savings Nudges
Strategies for building different types of savings: “comfort,” home, travel, etc.
Simple Spending Plan
No need for detailed spreadsheets. Track three categories and feel more in control of your spending.
Your Money Story
How did you learn about money? What stories do you tell yourself and are they still serving you? What could you change?
Money Rules of Thumb
Shortcuts and ratios to help make money decisions feel less overwhelming.