Financial Coaching Services

I provide advice on all aspects of personal finance with the exception of specific investment advice.  My areas of expertise include: budgeting, paying off debt, insurance, taxes, home ownership and saving for specific goals, including retirement and education.

I offer personal coaching for individuals and families as well as targeted classes and workshops.

If you are an employer, consider offering a financial wellness program for your employees.  I will come into your office and either meet with your employees for individual coaching or speak to a group of employees about general aspects of financial literacy.  Offering services to reduce employee’s financial stresses can increase productivity, reduce absenteeism and improve employees’ health. See more information on the Financial Literacy Workshops page.