Personal Financial Wellness – Strategizing – Budgeting - Planning – Organization
Increases in the cost of living, ever-increasing education costs, aging parents, disappearing employer funded retirement options- more is being expected of all of us financially. However, it often seems overwhelming, challenging and confusing to make all the ends meet.
Managing your personal financial situation is filled with options, and often, developing a plan with a trusted professional is essential to determine how to best fit it all in to thrive and maximize your resources.
We will work together to achieve financial clarity through a relationship that is without judgement and based on respect, trust and confidentiality. We will:
• Establish Mindful Spending
• Build Better Financial Habits where monthly inflows exceed outflows
• Employ Effective Strategies for Saving, Building Wealth, and Achieving Financial Goals
• Develop a Positive Relationship with your Finances to Lower Stress and Increase Happiness
I work with clients based on their unique need for planning to accomplish any of the following:
• Organizing and implementing a household budget
• Reducing an overwhelming debt level
• Assisting couples reach agreement on financial priorities
• Establishing a financial plan for a career change
• Outlining a home purchase
• Planning for business growth
• Setting a wedding budget
• Welcoming a new child
• Assisting college graduates in building a foundation for an independent and successful financial future
I offer a complimentary consultation to discuss your unique situation, and outline how we could expect to work together.
Working as a fee-only advisor through my own firm allows me to put my clients’ needs first and foremost. I am able to create unique, objective, unbiased, and comprehensive solutions for each client's Financial Wellness. I do not receive commissions or referral fees, and have the freedom to place clients with trusted colleagues specialized in legal, tax or insurance, who provide an equivalent level of exceptional service.
Working Together to Create healthy, long-term financial lifestyles
Achieving Financial Goals
Establishing and Maintaining a Household Budget
Reducing Stress and Increasing Happiness
