Personal Financial Consultation
This is a one-time 60-minute session where we can address your immediate financial questions and concerns.
Personal Financial Beginner Plan
This session is typically for those who are just starting out in their careers and who are looking to lay a strong foundation as they begin to build their wealth.
book a free 15-minute consultation
If you’re interested in any of these services, book a FREE 15-minute consultation to discuss next steps.
Individual discussion topics include: How to develop a monthly budget; How much to save in an emergency fund; How to pay down and manage debt; Where and how to save for retirement.
Session topic will be determined before our scheduled meeting.
Please note that this session does not include investment advice or
management or long-term financial projections or analysis.
Learn how to get financially organized.
Establish and prioritize financial goals.
Build a foundational budget with cash flow strategies.
Determine savings goals and where to save.
Debt management and understanding your credit score.
Education about basic insurance coverage and estate planning.
Receive customized recommendations.
Please note that this session does not include investment advice or management or long-term financial projections or analysis.
My financial planning process and analysis specifically focuses on accumulation of savings and reduction and elimination of debt in order to achieve financial security and the management of risk through insurance and estate planning in order to protect your wealth. This approach works for my primary clients who are early- to mid-career professionals in the asset accumulation phase of their lives.