“I provide financial counseling through Employee Assistance Programs (EAP’s) and directly to individuals and families seeking financial clarity and confidence.”
Clarity. Confidence. Change.
Clarity – Understand your finances in simple terms
Confidence – Feel comfortable making decisions
Change – Build habits that actually stick
“HOW I HELP”
Budgeting and cash flow management
Understanding debt and credit
Financial stress & money behavior support
Financial goal setting and planning
Financial literacy and financial wellness
“WHAT I DO NOT DO”
Recommend specific investments or stocks
Prepare tax returns
Provide legal advice
Sell financial products or insurance