Independent Financial Counseling for Individuals, Families, and Organizations Seeking Greater Financial Clarity.

Phase 2 also serves as an independent contract and referral resource for financial professionals, employers, EAP’s, and organizations whose clients or employees may benefit from financial counseling.

Welcome to “The Phase 2 Financial Reset” – a personalized financial counseling experience designed to help you understand your finances, recognize the behaviors influencing your financial decisions, and build a stronger financial foundation.

Start Your Financial Reset

Clarity. Confidence. Change.

Clarity – Understand your finances in simple terms

Confidence – Feel comfortable making decisions

Change – Build habits that actually stick

“WHO I WORK WITH”

Individuals & Families

For people who want to better understand their finances, improve cash flow, address debt, establish financial goals, and build a stronger financial foundation.

Financial Professionals
An independent financial counseling resource for professionals whose clients may need additional support with cash flow, debt, financial behaviors, goal development, or financial organization before or alongside financial planning.

Employers & Organizations
Contract financial counseling and financial wellness education for organizations seeking an independent resource to support employees, members, or clients.

Employee Assistance Programs
Financial counseling support for employees navigating financial stress, financial decisions, life transitions, and everyday money management.

Not everyone who needs financial guidance needs financial planning or investment management. Sometimes the first step is understanding where you stand financially and building the foundation for what comes next.

That’s where financial counseling fits.

“WHAT I DO NOT DO”

Recommend specific investments or securities
Manage investment assets
Prepare tax returns
Provide legal advice
Draft estate-planning documents
Sell financial products or insurance

When clients need specialized advice, they are encouraged to work with the appropriate qualified professional.

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