You’ve followed your passion, worked hard, and made good money with your talents. Now, you just need to hold onto all those earnings and keep them growing!

I’ve realized along the way that many people get pretty overwhelmed when it comes to their finances. These are smart and successful people who work time-consuming and challenging jobs and simply don’t have the time and energy to give enough attention to their business or personal finances. So they basically put it aside with the plan that they’ll eventually get around to it. This means they’re likely losing out on unknown thousands of dollars that they could have amassed and possibly years of their retirement.

Don't keep putting it off—get some help! I firmly believe that the money you spend on financial planning will more than pay for itself by identifying easy ways to save. I help you wrangle all your accounts and assets into one place so you can see the big picture: your net worth. Then, we start tracking your spending so you can create a budget and savings goals!

THIS PACKAGE INVOLVES ME WORKING WITH YOU TO REVIEW AND ADDRESS THE FOLLOWING:

-IDENTIFY YOUR SPENDING HABITS AND AREAS TO SAVE

-CREATE A MONTHLY BUDGET FOR YOU TO FOLLOW

-CREATE SAVINGS GOALS AND A PLAN TO ACHIEVE THEM

-REVIEW YOUR INVESTMENTS AND RETIREMENT ACCOUNTS

-REVIEW CURRENT INSURANCE COVERAGE AND COSTS

-DISCUSSING THE BENEFITS OF TRUST

-REVIEW YOUR TAX STRATEGY

Paperwork has kept many a great person down! Don't let financial procrastination take years off your retirement. Start paying attention now, and get the most out of the money you earn!

SCHEDULE A FREE 20MIN CHAT TO DISCUSS THIS SERVICE!