We can setup a Zoom, Google Meets link or head to the local coffee shop.
Free consultation and quote to help you manage your spending and savings goals, your to-do list, and your planner.
Depending on your needs, I'll quote you a price for my time to help you get established.
No upfront cost.
We can bring finance, health, and career growth together in one view and one system.
Digital, paper or a combination of both - minimalist or maximalist, simple or detailed - I pull together a recommended plan and set of tools based on your needs, time you want to invest (or spend) and your personal style to ensure your system adds value to your life, and gives you time back.
No better time than now to get started, and be intentional with your days, making the most of each one.
I specialize in categorizing goals, tasks, and milestones to help you meet your big goals, year over year.
Things like getting out of debt, saving for wealth building, finding time for the gym or a walk around the neighborhood, refreshing your insurance rates, getting the grass cut, and making sure kids have their Valentine's Day cards for school and in general - rolling with the punches.
I help you find the system that works for you, setting up the system with you, and coaching through the first few months, making adjustments as needed.
Everyone is unique, and every situation benefits from a custom system to fit your life.
I do not give financial advice or offer any products or services to any financial institution.
This is an organizational service offered to give you a custom framework and set of tools to be efficient and effective with your goals.
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