Right now, I'm seeing many of my clients get married and start having children. My passion is to be there for them, like a friend, informing them along the way. Together we'll work on:

 

  • Prioritizing your financial goals and savings toward those goals
  • Understanding your current financial status
  • Managing day to day expenses and budgeting

 

  • Restructuring credit card debt
  • Supporting a child
  • Building an emergency fund
  • Minimizing your tax liability
  • Personalizing retirement

 

  • Buying vs leasing a Car
  • Affording a new home, deciding to buy or rent
  • Establishing good credit
  • Paying for school
  • Organizing health care costs

 

  • Paying off student loans
  • Selecting the right investment vehicles
  • Saving for your future such as a wedding or engagement

  • Determining your 401(k) contribution and investment