We are a solo financial planning and financial coaching firm. We are here to help all of our clients with their unique needs related to all aspects of their financial goals. We approach all aspects of our planning with the heart of a teacher.
Whether its debt management, budgeting, saving for college, retirement, or strategies to pay off your house early, we are here.
If you are thinking about opening a small business or currently run a small business and have questions we can help answer those questions and get you on the right track.
We specialize in personal planning for individuals, couples and families. We also provide small business e-commerce planning for sellers on sites like eBay, Amazon, Etsy and Poshmark among others. We offer the opportunity to work directly with someone who is a TopRated Powerseller on eBay who has been selling since 2000 that knows the unique situations these sellers often find themselves in when it comes to financial planning for themselves and their small business