Personal Budgeting & Finance
Want to get on track with budgeting and saving? Maybe you want to save up for a major purchase or plan for retirement; or perhaps you'd just like a few tips for daily saving. I'd love to help! I can help with budgets, small improvements to help you save, and basic investment tips.
Training & Qualifications
My financial management skills are largely self-taught (read: I do not have any accounting, tax, or financial advisor training or certifications). I'm a fan of Dave Ramsey's "Total Money Makeover" ideas and methods and also do a lot of budgeting in my professional work. I use all of these methods and other tips I've picked up over the years to manage my own finances and long-term goals.