I’m an independent and trusted financial coach, here to support you on your financial journey. Your financial well-being is my only agenda. As an independent, fee-for-service coach, I sell no products and earn no commissions, so you can trust that I’m completely unbiased and focused entirely on what’s best for you. I won’t manage your money or take control of your finances, which means I don’t charge a percent-of-assets-under-management fee like many financial planners do. You will keep managing your money with your preferred broker or mutual fund company, and I’ll be here to offer as much friendly guidance as you’d like along the way!

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Although I will focus on your priorities, my holistic approach ensures I don't just look at numbers, but at your entire financial life. We'll get clarity on your starting point, explore your deepest dreams for the future, craft easy-to-follow plans, and I'll cheer you on every step of the way as you bring those plans to life, ensuring true alignment between your money and your life goals.

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Enjoy expert financial guidance from anywhere, at your convenience. All our coaching sessions are super convenient and confidential remote online meetings (using Zoom), allowing you to fit financial progress seamlessly into your busy schedule.

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We can connect whenever you feel the need, but I’ve found that regular meetings gives you time to make progress on key tasks while keeping that helpful accountability going. This consistent support is key to building momentum and achieving lasting results.

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Depending on what you’d like to focus on and how long it takes to reach your goals, sometimes just one session does the trick, though 5-10 sessions is more common. Some clients even enjoy having a coach by their side for a year or more—totally up to you! Plus, our cost-saving packages offer even greater value and flexibility, making your financial journey both effective and affordable!