Financial Health
If you want to feel powerful, make it your goal to take charge of your finances!
I offer a complete approach to help you take charge of your finances, increase your sense of security, and develop a thoughtful path for the future. My clients have a growing sense of control that helps them feel less anxious and more secure. Most importantly, they feel empowered to navigate any financial predicament that comes their way.
programs
Knowing and Organizing Your Finances
Identifying your resource flows and assets
Setting up a money software program so that you can see all accounts, debts, and assets in one place, no matter the source, for efficient management and a thorough understanding of your finances
Understanding the flow of your money, eliminating unnecessary expenditures, increasing money saved
Improving Your Financial Life
Helping you manage and decrease your debt and establish a future budget
Establishing individual retirement accounts
Creating and funding investment accounts for use before retirement age
Generating efficiency in spending by cutting unnecessary, redundant, or inflated costs
Setting up tax-advantaged college savings plans for your children or loved ones
Teaching you about efficient account management, electronic billing, and payments
Developing a charitable donation plan that reflects your values; setting up tax-beneficial charitable stock donations
Consulting and providing support for divorce, separation, or the death of a partner
Generating financial reports and other documents for accountants or lawyers in preparation for taxes or divorce proceedings
Helping to identify and complete financial documents to mitigate stress when going through arduous circumstances
Helping to digitize important documents for easier access and organization
Guiding you if your partner has died and you do not know where to begin
Setting up investment accounts for your future
Being there with you to navigate the different phases of the divorce process
You do not have to go through these difficult circumstances alone. I am here to help!
