Services

Compassionate and judgement-free support

I love helping others with their money. My approach is to be encouraging, compassionate, and caring to my clients. I provide shame-free and judgement-free support without financial jargon. I am confident that managing your money wisely is a skill that you can and will learn. Our meetings are a safe space where I will meet you where you are. Don’t feel worried or ashamed when reaching out for support from me; I am here to help you move forward.

Your money. Your values. Your goals.

It’s your money. I help you figure out what to do with it in accordance with your values and your goals, not mine. Everybody has different priorities with their money, and my job is to help you figure out yours, and then help align your spending and saving with those priorities.

Is my service right for you?

Are you stuck,

You have tried so hard to improve your finances but you have hit roadblocks and setbacks along the way. 

You would benefit from somebody walking alongside you, giving you encouragement and guidance.

confused,

You are confused by all the conflicting advice out there. Stop buying $4 coffees . . . or not? . . . which is it? 

You would benefit from somebody helping you figure out which piece of advice is right for you and your unique situation.

or overwhelmed?

You are struggling to figure out how to get started. Everything seems too overwhelming . . . what should you tackle first? 

You need help untangling everything and making a manageable plan that won’t overwhelm you.

Topics we may cover

  • Create a budget
  • Calculate your net worth
  • Build a financial plan
  • Set clear financial goals
  • Organize your accounts
  • Understand your spending
  • Analyze your expenses
  • Evaluate your cash flow
  • Maintain your budget
  • Automate your finances
  • Simplify your finances
  • Visualize your money
  • Increase your net worth
  • Save for retirement
  • Track your progress
  • Buy a home
  • Combine finances with a partner
  • Refinance your mortgage or other debt
  • Create a debt payoff plan
  • Improve your credit score
  • Review your credit reports
  • Borrow money smartly
  • Utilize your workplace benefits
  • Buy an investment property
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