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Financial Analyst
IMPROVE YOUR RELATIONSHIP WITH MONEY

Moving You Forward With The Right Tools and Strategies To Achieve Your Financial Goals

ACHIEVE YOUR GOALS

Support That Makes a Difference

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Done Deal

SHORT-TERM COACHING SESSION

This coaching session is tailored to you based on a specific goal or topic that you want to focus on. This is a short-term engagement that allows you to talk through your scenario or topic. We will provide a better understanding of the topic, build a plan to move forward or provide direction for your next steps. We find this service adds value to those who want to validate or target an area of their finances that they need help with.​

LONG-TERM COACHING SESSION

This coaching session builds a longer-term relationship with our clients as we work on a variety of topics with a more holistic view. These sessions are scheduled with touchpoints throughout the month or year depending on the needs of the client. This service adds value to clients that are just starting out, have had a life changing event, or someone who wants to add many goals and accountability to their finances.

MY STORY

Experienced Financial Coach

I love to help people get on a better path or validate they are headed in the right direction with their finances. With almost 30 years of experience with budgeting, investing, consulting and looking for better ways to build wealth, I have been successfully coaching clients and facilitating their self-growth. If you are feeling overwhelmed by life’s demands, the number of options available, or not sure where to start with your finances, becoming a client will help introduce clarity and self-motivation. I will teach techniques, share tools, and build strategies to better manage your finances to achieve your financial goals.

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Favorite Quotes

Wealth is the ability to fully experience life.

Henry David Thoreau

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You must gain control over your money or the lack of it will forever control you.

Dave Ramsey

 

It's not how much money you make, but how much money you keep, how hard it works for you.

Robert Kiyosaki

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Don’t let the fear of losing be greater than the excitement of winning.

Robert Kiyosaki

 

A journey of a thousand miles must begin with a single step.

Lao Tzu

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If you don't find a way to make money while you sleep, you will work until you die.

Warren Buffet

SCHEDULE A SESSION

Want to hear more about how we can transform your life? Contact me today to schedule a session.

832-841-7421

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