Workshops

My "bread and butter." I offer engaging, practical financial literacy workshops designed for businesses, schools, and community groups. We take a deep dive into the world of financial literacy and focus on actionable life skills.

Subjects Covered:

• Necessary Perspective on Wealth
• Healthy Wealth Habits
• Budgeting 101: Creating a plan that works
• The Power of Compound Interest
• Debt Destruction: Snowball vs. Avalanche
• How Investments Work
• Pros and Cons of Various Investment Vehicles
• Crucial Investing Mindsets

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One-on-One Coaching

Personalized guidance for individuals and families. Whether you are drowning in debt or looking to optimize your wealth, we build a roadmap specifically for your situation.

• Full Financial Audit
• Hand-Made Budget
• Customized Debt Elimination Plan
• Savings Goals and Plan Implementation
• Investing Education
• Accountability Check-ins

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