Financial Boot Camp
Gain financial clarity through a unique 2 month coaching program designed to get you in financial shape.
You will go through a discovery process intended to empower you to take charge and control of your financial life.
This process of clarity will set the foundation for living more intentionally and allow for you to make better choices regarding your future.
This is a coaching program designed to motivate, educate and empower you. Which means you must do the work to receive the lasting benefits of investing in yourself. I’m here to support you every step of the way.
Financial Planning
A collaborative process of understanding where you are financially today and what strategies can be implemented to achieve your short-term and long- term monetary goals.
Investment Management
The oversight of managing your investments to match your goals, investment objective, time horizon and risk tolerance.
Qualifications
Series 7,24, 63 and 65 licensed to offer securities and advisory services offered through LPL Financial, a registered investment advisor, member of FINRA/SIPC.
Health, Accident, life and disability licensed in Michigan and Florida.
Completed Dave Ramsey’s Financial Coach Master Training program.
Registered Yoga Teacher and Reiki Master.
Serial Entrepreneur.