Services
Expert, non-judgemental support and unbiased advice.
Asking for help can be tough, especially when you don't know what you need. We will walk through your finances together and highlight the good, bad, and ugly, then help you improve it.
Budgeting & Cash Flow
Budget is not a 4-letter word (but still a B-word...) Understanding your cash flow and purposefully setting guardrails to your spending is essential. Developing a habit of intentional spending can help you make better financial decisions and ultimately achieve long-term financial success & security. And I will make it easy!
Tax Planning & Preparation
Uncle Sam wants your hard-earned cash. Let's make sure you keep more of it today and in the future. Effective tax planning can help you save money, increase your net worth, and achieve long-term financial goals. Tax planning is an ongoing process that should be reviewed and adjusted regularly to account for changes in tax laws and your financial situation. I keep up with it, so you don't have to.
Estate Planning
Have children? A non-traditional relationship? Health issues? Then it would be best if you had an estate plan. Don't have one? No worries, I will make the introductions! I collaborate with your legal professional as part of the financial planning process to help achieve peace of mind knowing that your financial affairs are in order and your loved ones will be cared for.
Debt Management
Student Loans? Credit Cards? Auto Loans? Oh my!
By including debt management as part of the financial planning process, one can improve their credit score, reduce financial stress, and work towards achieving long-term financial stability.
Risk Assessment
Life and Sh*t happen. Let's make sure that you are prepared as much as possible, so stress is a thing of the past. Risk assessment involves identifying and evaluating potential risks that may impact your life, such as market volatility, inflation, and unexpected life events. Being proactive and identifying risks can lead to money savings by having appropriate insurance coverage and being prepared for the unexpected.
Retirement Planning
Maybe retirement is a far-off in-the-future thought, or perhaps you'd like to retire...yesterday. Either way, a comprehensive retirement plan can help determine how much you need to save and when you can retire, identify retirement income sources, and plan for potential risks such as inflation and market volatility.
Investment Management
Investment management is more than getting hot stock tips from your cousin's roommate. It is more about how and where to invest in line with your goals and tolerance to risk. Individuals can ensure that their investment strategy aligns with their overall financial plan, helping them achieve long-term goals.
Education Planning
Saving for kids or going back to school? I can help explore education savings options, prioritize education goals and prepare for learning can help you achieve your education goals without sacrificing long-term financial stability and provide a valuable investment in the future.
