Financial literacy rates in the U.S. are low at a time when the need for financial knowledge and awareness has never been greater. Yet, even if you know better, you may not do better.
Let me teach you how to better manage your cash flow, credit, and debt to get where you want to go, like college, retirement or even just less stressful month to month living.
How is financial counseling different from advising?
Financial Counseling is a collaboration between client and counselor to identify the client’s personal financial goals and the steps necessary to reach those goals – small or large.
Together we address financial issues such as cash flow, household spending, savings plans, credit history, debt repayment schedules and pre-consumer loan counseling as well as providing general retirement and investment education.
Financial counseling is appropriate for individuals, couples and families who are in the process of building or merging their household assets. Once their asset building goals are met, a client may be ready to consider transferring to a Certified Financial Planner® for more advanced financial planning such as comprehensive retirement and estate planning.
One to one financial counseling for individuals and couples. Whether you are starting your financial life or entering a transition phase, working with me can help you start with a clearer vision of where you want to go.
Some of my clients:
Have a goal in mind but need help planning for it
Want to create a spending plan they can live with
Are combining household finances
Want to transition to a single income
Want help getting their teen or young adult ready to launch more financially literate
Need a supportive accountability partner on their financial journey
Please reach out so we can discuss how I can best help you on your financial journey.
I offer classes, workshops, and employer sponsored lunch and learn opportunities on a variety of subjects such as:
Financial goal setting
Credit and debt repayment
Teaching your kids about money
Paying for college
General retirement education
General investing education
Don't see a topic you're interested in on the list?
I'm happy to design a workshop for your group or company.
Research shows us that creating spending and savings plans that are in line with our values, helps clients stick to their goals and achieve them faster with fewer false starts. Meeting with me can help you set financial goals and debt repayment plans that are in line with your values.
Most importantly, the information and plans we build together are tailored to you and your situation. I want all of my clients to feel empowered by identifying their goals and working together to create strategies to achieve those goals.
I hold a Financial Educator Certificate from the University of Minnesota Extension and am a Accredited Financial Counselor candidate with the Association for Financial Counseling and Planning Education. I have a Master of Science in Information Systems from Drexel University and a Bachelor of Arts from Indiana University.