I am a Certified Public Accountant and a financial coach.
I do not: provide tax advice, prepare tax returns, sell insurance or provide investment advice, What I will do is help you live your best financial life!
You will benefit from my financial coaching if you have a strong desire to make significant changes in your financial life. Some of the benefits include:
You will receive confidential, professional guidance as you choose to:
We create your spending plan in the initial session. Follow-up coaching packages are available if you want ongoing accountability and support.
Start with a free 15-minute telephone conversation to discover if we are a good fit. Prior to the discovery call, you will be sent a brief questionnaire to complete. All communications are confidential.