Personal Financial Guidance
Each session consists of one 90 minute (maximum) consultation on one (1) financial topic or goal and one set of related written recommendations. Written recommendations will be provided to client within 48 hours of consultation unless client and I agree to alternate arrangements. Consultation topics include household budgets, spending and savings plans, credit report review and rehabilitation plans, debt repayment plans, insurance and investment education and retirement savings guidance. Clients will be expected to complete and return income and expense and debt worksheets provided by me prior to our session. All matters discussed with me during a session remain completely confidential unless otherwise covered by local, state or federal law.
Training & Qualifications
I am an Accredited Financial Counselor (AFC) since 2012. My accreditation is granted through the Association for Financial Counseling, Planning and Education. For the past five years I have provided comprehensive personal financial guidance to clients from diverse social and economic backgrounds. My counseling style is collaborative and I try to meet clients where they are at with their personal finances . I do not judge my clients based on client perceived lack of financial knowledge or past decisions.
Availability & Preferences
Prefer weekdays between 9am-5pm however will provide consultations outside of this schedule upon request