Let’s Talk!

During our call, we can focus on any specific questions such as:

  • Budgeting review

  • Debt pay off

  • Review retirement progress

  • Investing Strategies

  • Setting financial goals

  • Q&A on your financial goals

  • Q&A on personal finance subjects

Zero-Judgement Money Planning

I’m here to help you get moving in the right direction, no matter where you are currently at financially. Making any progress now is better than making no progress. We will develop a plan together and make sure you are

A Simple Format

I will send you a questionnaire before our meeting to help prepare for our time together. I want to make sure you get the most out of our call. We’ll start with the end in mind: Your short-term and long-term financial goals. And work from there.