What I do

We will work together to tackle the following:

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Goal Setting

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What are you working towards?​ 

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Budgeting

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Spending mindfulness. Shift your mindset to spend your hard earned money on the important things and curb the rest.

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Savings Plans

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How much should you be saving in order to achieve your goals?

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Investment Education 

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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. 

Debt Repayment & Consolidation

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Finally learn how to tackle and manage your debt.

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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. 

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Credit Card Hacking

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Credit cards can have some great perks! Find the one that is best for you and your lifestyle.

Retirement Education

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Retire comfortably. Maximize your financial security in retirement and make sense of all the retirement vehicles.

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Book A Free Consult