Whether you’re just getting started or want in-depth support with your finances, I offer three paths to meet you where you are. Here’s how we can work together.
We have a great free quiz to help you with this answer. You can take it HERE.
Due to high demand, I don’t offer free consultations at this time. However, when you sign up for the waitlist for the 6-Month Evolving Wealth Pathway, you’ll be invited to a consultation to see if it’s the right fit.
For all other services, you can take the quiz on the homepage to get a personalized recommendation—or email me your questions and I’ll help point you in the right direction.
Yes! If you’re looking for focused help setting up Monarch Money, you have two great options:
If you’re not sure which is right for you, take the quiz to find the best service for you, or email me!
Financial coaching focuses on helping you manage your day-to-day money like creating a budget, improving cash flow, paying off debt, and aligning your spending with your goals. This hands-on, strategy-focused service will help you create a cash flow system that works for your real life.
Financial advisors and planners typically focus on long-term planning, like investing, retirement accounts, and tax strategy. They often manage assets or sell financial products.
As a financial coach, I do not offer investment advice, bookkeeping, accounting/tax prep, retirement advice, tax strategy, etc. We focus on spending and income to help you make decisions in these other areas that those professional will help you with.
