What I do
We will work together to tackle the following:
Goal Setting
What are you working towards?
Budgeting
Spending mindfulness. Shift your mindset to spend your hard earned money on the important things and curb the rest.
Savings Plans
How much should you be saving in order to achieve your goals?
Investment Education
Investing is a tool for building wealth - and not only for the wealthy! Learn about the investment landscape to help you figure out which services are best for you.
Click here for my intro to investing workshop!
Debt Repayment & Consolidation
Finally learn how to tackle and manage your debt.
Company Benefits
Fully understanding your company benefits is super important. And if you don't, you could be putting yourself at a disadvantage and could be missing out on some free money opportunities. Things like retirement matching, tax exemptions, healthcare spending accounts, Employee Stock Purchase Plans, commuter benefits, etc.
Credit Card Hacking
Credit cards can have some great perks! Find the one that is best for you and your lifestyle.
Retirement Education
Retire comfortably. Maximize your financial security in retirement and make sense of all the retirement vehicles.