Transform your life by shifting your internal foundation to reflect external prosperity. Book a Free Financial Clarity Session today!
Wealth is a state of mind
45-Minute Financial Clarity Session
The intention of the discovery call is to get to know you and how you can be supported in pursuing new heights financially.
In this call, we will get a grasp of what issues are causing you financial stress and determine the next best steps in reaching financial clarity.
Financial Boot Camp
80% of personal finance is behavior and 20% is head knowledge.*
Yet, 90% of our behavior is subconscious and is on autopilot.**
This comprehensive 2 month coaching program is designed to get you in financial shape and help you establish better money habits to foster long-term financial confidence and independence.
Not only do you receive a completed Financial Plan as described below, but you will also receive support around your mindset and behaviors.
This is program is designed to move you from confusion to clarity so that you can make more empowering choices in your life that support your self-worth and vision for the future. You also receive priority booking and higher level of accessibility throughout.
* Dave Ramsey https://www.daveramsey.com/askdave/budgeting/whats-the-reason-for-the-debt-snowball
** Sigmund Freud Model of the Human Mind http://journalpsyche.org/tag/subconscious-mind/
A collaborative process of understanding where you are financially today and what strategies can be implemented to pursue your short-term and long- term monetary goals.
The oversight of managing your investments to match your goals, investment objective, time horizon and risk tolerance.
Series 7, 24, 63 and 65 licensed (held with LPL Financial) to offer securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA/SIPC.
Life and disability licensed in Michigan and Florida.
Completed Dave Ramsey’s Financial Coach Master Training program.
Registered Yoga Teacher and Reiki Master.