Services

These are sessions of 1 - 1 ½ hours, which offer in-depth, individualized analyses of your specific financial picture: your goals, challenges,  income, debts, and any other factors that are influencing your financial life. We’ll work together to formulate a tailored plan to eliminate debt and work toward achieving your goals one step at a time. Call or email to make an appointment for a 30-minute complimentary consultation.

These are sessions of 1 - 1 ½ hours, which offer in-depth, individualized analyses of your specific financial picture as a couple: your goals, challenges,  income, debts, and any other factors that are influencing your financial life. We’ll work together to formulate a tailored plan to eliminate debt and work toward achieving your goals one step at a time. Call or email to make an appointment for a 30-minute complimentary consultation.

Are you part of a circle of female friends or coworkers who are interested in taking part in a group of like-minded women in search of greater financial education and improvement? This type of workshop is for you. These are basic informational workshops designed to cover a 7-step action plan for financial improvement. Call or email to make an appointment for a 30-minute complimentary consultation.

These workshops are more basic in nature and offer an overview of the 7-step action plan to improve your finances, as well as information and tips designed to help you gain confidence in achieving financial goals. Call or email to make an appointment for a 30-minute complimentary consultation.