With me as your dedicated financial coach you will have the tools and expertise you need to win with money.
GET OUT OF DEBT
LEARN TO BUDGET
BUILD HEALTHY FINANCIAL HABITS
SAVE FOR A HOME
PLAN FOR RETIREMENT
Wherever you are in your financial journey, I am here to help guide you along the way!
Engage - I start by understanding your personal situation and goals. I deep dive on your money habits with the inflows and outflows through a budget review.
Equip - I provide information and guide you in the use of proven money management processes tailored to your situation to build confidence and discipline.
Encourage - You can count on routine accountability, unbiased recommendations, and impartial guidance based directly on your needs and goals. We will celebrate your successes along the way!
I’m passionate about helping people go further, faster, and with a higher chance of success than they could do on their own. I want my clients to be totally and completely present in the world that they live in without the stress of their financial situations. Financial Coaching is not a one-size-fits-all service. My coaching will be targeted to your needs and focused on your growth. I believe that inspiring you to be the greatest version of of yourself is my life's calling. I know you can do it; YOU just have to know you can do it too. I am here to help!
I am the 2nd generation of my family that has found success with Dave Ramsey's Baby Steps & Financial Peace University. Since 2012, I've worked in the financial services industry as an accountant, and I have been leading a Financial Peace University course at my church since 2018 in my spare time. More recently, I started asking myself: what would the body of Christ be able to accomplish in the community if they were able to get this area of stewardship right in their lives? I realized I could do something about it, and I have earned the Ramsey Solutions Master Financial Coach designation. When I'm not working, I enjoy playing tennis, traveling, and spending time with my family in Winter Park.
Please contact me if you cannot find an answer to your question.
As a financial coach, I help you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. What I do is different from any other finance-related job. Financial advisors help you with investments. But I work with you to create a start-to-finish plan for your money and help keep you on track.
I often work with their clients over several sessions—focusing on anything from fine-tuning your budget to discovering your long-term goals to working through a real financial crisis. No matter the situation, I sit with you one on one to help you overcome the challenges that hold you back in your finances.
That’s the great thing about being a financial coach—I can help you in any situation! Maybe you’re up to your eyeballs in student loans or credit card debt, or you’re having money fights with your spouse. Or maybe you have big money goals—like saving to buy a house or setting yourself up for retirement—but no plan to achieve them. Regardless, I can meet you where you’re at and steer you in the right direction to win with your money.
My rates vary depending of the number of sessions required; however I do offer a free consultation. If you choose to work with me, I have a single session rate and multi-session rates with the per session rate decreasing as the number of the sessions required increases. During the consultation, we can talk through the fee structure in more details.
My coaching is meant to put money back in your pocket, not take it out. It’s the best way to help you develop the right money habits and put an end to your money problems. Some people will ask if they can afford it, but maybe you should ask yourself, Can I afford to not get help?
If you’re trying to get out of debt, other options (like credit counseling and bankruptcy) only manage the symptoms. They don’t change the habits that got you there. And the cost of bankruptcy is more than a financial burden—it’s a stain on your personal record.
There’s no better way to establish good money habits than by working with me as a personal money mentor who understands your situation. And sidenote: You should never be ashamed of your financial struggles when receiving coaching. I am here to encourage you. I am a trained professional who works with people from all walks of life and all ranges of income. Whatever you’re going through, it’s okay.
Marriage is not “me”—it’s “we.” Working on your finances together is the only way to succeed when it comes to money. Not only that, many couples find that talking about money actually reduces stress in their marriage. It’s so important, I've made it one of my core teachings.
If you’re having difficulty getting your spouse on board, let me know.
The great part about working with me is that I will guide you through every step of the process. But during your first consultation, I will ask questions to get to know you—your goals, your dreams, your past, your pain points, etc. So be sure to have your answers ready.