Consulting Services

Financial Coaching Services For Couples and Individuals

I work with individuals and specialize in working with couples. Our work is solution and outcomes focused based on the goals you set for yourself at the beginning of our work together. Common reasons clients enlist my services:

Learn to live within their means
Save for immediate, short term and long term goals
Create a plan to eliminate credit card debt
Resolve anxiety, sleepless nights, fear and worry about money
Plan for life transitions such as retirement, having a baby, buying a home or job loss
Explore deeper issues of impulse spending, hoarding money or living paycheck to paycheck
Overcoming self-defeating money beliefs and attitudes
Get on the same page with your life partner / spouse in working toward common goals even if you have different attitudes about money
How to transition from your corporate job and a paycheck to being self-employed. Create a plan to make those dreams happen! Life is short!

Business Financial Consulting Services

I work with entrepreneurs at all levels. Your goals will determine where we begin our work together. I challenge you to think bigger while helping you to break through limiting beliefs. Our work may include: setting fee structures, examining processes and structures that support increased revenues and brainstorming to get you from where you are to where you want to be with your business.

Comprehensive Cash Flow Analysis

Cash Flow is the basis of every financial plan. I offer an in-depth analysis of a client's cash flow in order for their financial planner to create an accurate comprehensive retirement plan.