Most people know their income but do not have a complete sense of their expenses, leaving them to wonder all too often "Where did my money go?" We find ourselves taking on enormous amounts of debt, being unable to save for the future, and blind as to how to correct it all. This behavior leaves us frustrated, depressed, and feeling lost or even hopeless in regards to our financial future.
I want you to be happy, financially secure, and able to do the things you want to do - wisely. After this service, you will be able to: track your income and expenses, intelligently adjust your family budget, make solid financial goals, and have a plan to eliminate debt. I will not (cannot) sell you any insurances, investments, or securities. My only goal is to give you visibility and control of your own finances.
I will help you come up with a budget plan for your monthly income by providing one-on-one coaching. I will teach you the tools and offer templates for you to become financially intelligent. We will make financial goals together for you and your family - go on a vacation, get out of debt, save for a home. When we are done, you will have a clear path to financial stability and prosperity.
Training & Qualifications
I have been offering this service for years, but officially opened my doors for business in 2018. I have an MBA from the "Best in the West" University of Utah, a BA in Economics from BYU-Idaho, and have been doing professional project budgeting for six years. I have attended multiple personal finance courses and I practice what I preach.
Availability & Preferences