About Me
Planning Futures
I am a finance professional that has spent 20 years in corporate America. During COVID I decided to quit the corporate gig and pursue what makes me happy. I love helping people with their personal finances and small business endeavors. So many are struggling month to month without having a real plan for their financial future. Finances are very personal, no one is the same, has the same goals or financial past. I will personalize a plan for you according to your personal situation, your goals and values...
Comprehensive Approach
I start with a QA call to introduce myself and get to know you and what financial struggles you may be encountering and goals you have for your future financial abundance. The next step is to take a deep dive into your financials. Taking a deep dive can be a bit painful at first and will take diligence. The payoff is so worth it though you will be so glad you did it. Here you will gain clarity on your spending habits, your financials and your routines when it comes to your financial obligations. With clarity we will build a plan that works for you. Further coaching would enforce good financial habits, track your progress, detail goals and plans to reach financial success.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding the client’s every expectation. Call me today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.