How I can help

  • Personal Finance

    Managing money can feel overwhelming, but with the right strategies, you can take control. I’ll help you build confidence in budgeting, saving, and retirement planning (401k, IRA) to create long-term financial stability and freedom.

  • Investing for your Kids

    Financial literacy is one of the greatest gifts you can pass on. I’ll guide you in planning for your family’s future through smart saving and investing strategies like 529 plans, UTMA/UGMA accounts, and more. I also offer guidance on estate planning—wills, trusts, and key tools—to help protect your family’s financial future for generations to come.

  • And more...

    I have a strong passion for utilizing credit card points for travel and can guide you on choosing the right cards to maximize rewards. I also have a deep interest in real estate investing—both actively and passively—and can share insights on getting started and building wealth through passive income.

How it works

  • 1. Get Started & Goal Setting

    I offer a free 20-minute consultation—just fill out the form below !

  • 2. Goal Setting

    Together we’ll set clear goals so you know exactly what we’ll accomplish by the end of our time together.

  • 3. Weekly Coaching

    Once we begin, my coaching program runs for six weeks, with each session lasting 45 minutes.

    My priority is your success, and I’ll be with you every step of the way to help you achieve meaningful results.