My Services

Budget Creation

Nothing about your finances will change until you get intentional. The best way to get intentional about your finances is to have a written budget. A written budget each month is the number one priority if you don’t have one. I will show you how to build one with an app, spreadsheet, or handwritten.

Debt Management

The first step in building wealth is being out of debt and the best way to manage debt is to get rid of it as fast possible. Letting debt hang around and cost you extra in interest payments is financial suicide. We’ll go through your income, bills, and debts to create goals and a plan to get out of debt using a Debt Snowball.

Retirement Planning

The #1 indicator of people retiring wealthy is their savings rate. A simpler way to say this is that they put money into an retirement account. This also means that where you save, and what investments you purchase make less of a difference than the fact that you did something.

Do you know how much you are putting towards retirement each year? 0%, 5%, 10%, 15%? Whether you are an employee, self-employed, or a business owner there are options out there for you to begin saving and investing for retirement. We can discuss what kind of accounts fit your needs, what are the best options for you, and where you can get even more information.

College Funding

By planning for your child’s future now you can greatly reduce the expense of college or possibly incur zero debt for it. There are savings plans and accounts that have tax incentives and are specifically designed for education expenses. As with any savings plan, the earlier you start the greater the advantage you have!

This is the best part of building wealth by far! When you have control over your finances you are able to give abundantly, help others, and your community. This doesn’t have to be money specifically. When your finances are under control you also gain control over your time. So whether you want to find room in your budget for charitable donations, or get out of debt and build wealth so you can volunteer more. I can help!