Money has powerful impact on most areas of our lives – from our relationships and the ability to afford life experiences, to our security and, yes, even our happiness. Our money situation is the key to achieving financial security and living our desired lives.
Yet most of us don’t have easy access to personal support and guidance when it comes to making important financial decisions. We’re unsure how best to work toward greater financial wellness.
As Certified Personal Financial Wellness Consultants, helping you strengthen your financial position is our primary goal. Together we will work on improving your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you through each stage in the process.
My Responsibilities to You
We are passionate about helping others work toward greater financial wellness. The Certified Personal Financial Wellness Consultant through the National Financial Educators Council ensures our staff meet the highest educational and practice standards in the industry.
Our loyalty and fiduciary responsibility is to you. We have your best interests at heart and comply with the Financial Coaching Standards & Code of Conduct that outlines the Ethical, Professional, and Practice Standards for financial coaching professionals. We also fully comply with the FTC’s Safeguard and Disposal Rules to protect your information and confidentiality.
Client Appointment Calendar
Schedule your next financial coaching appointment. Select the date and time that works best for you. A confirmation will be sent after with reminders leading up to the appointment.
*Please notify us at least 24 hours in advance of any appointment change requests.
All times shown are in Eastern Time.
