About me:

I am originally from Ashland City, TN. I enjoy making connections with clients and making a bond with new people. My goal for my clients is to help them not be so stressed out over credit card bills. I want them to not have to worry about how they will pay for their medication this month, or put food on their table, and I want to help them save and manage their money. I want you to know that I am here for you – and for you to smile and be happy once you are done with the program!

What to Expect

Personal Financial Coaching is personal to you and your unique situation, but there are certain steps I follow with each client to make sure you are getting the financial help you need:

Step 1: Understanding Your Situation

Together, we will walk through a series of questions and conversations designed to give me a clear view of your current financial position, including your strengths and weaknesses in managing money. Only by understanding your current situation can I build a plan suited to fit your needs.

Step 2: Set Your Goals

The only way to track improvement in your financial literacy and situation is to set clear goals and establish a plan on how to reach them. Your goal could be anything from saving for retirement, sending a child to college, or even just being able to afford a vacation. My job is to help you get there.

Step 3: Support at Every Step

As we work towards your goals together, I’ll give you the tools and resources you need to reach them. One of the most important resources in changing your financial habits is support and guidance. I will be here for you every step of the way to answer questions and cheer you on.