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Our Services 

For five years, I’ve taught high schoolers the money skills adults tell me they craved back then: “I wish I had that when I was in high school.” Now, I’m here to bring that same practical, no-nonsense guidance to you—whether you’re sorting credit, planning retirement, or just need a financial reset. Here’s how I can help:

​One-on-One Financial Coaching

  • What It Is: Private, one-on-one sessions where we zero in on your financial life—like a personal finance tutor who’s all about you. No cookie-cutter advice, just real talk tailored to your situation.

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  • What We Cover:

    • Credit cards: How to use them without getting burned, pay off debt, and boost your score.

    • Building credit: From scratch or after a setback—think renting, loans, or just looking solid on paper.

    • Retirement plans: Roth IRAs for tax-free growth, 401(k)s with employer matches—how to pick, fund, and grow them.

    • 529 plans: Saving for your kid’s college (or grandkid’s!) without derailing your own goals.

    • Insurance: Health, life, auto—what’s essential, what’s fluff, and how to shop smart.

    • Your burning questions: “Can I afford this?” “Should I invest now?”—whatever’s keeping you up.

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  • Why You’ll Love It: I’ve spent years turning overwhelmed teens into money-savvy adults—now I’ll do the same for you, breaking it all down into steps that stick. No judgment, just progress.

  • How It Works: Start with a free 20-minute discovery call to map out your needs—I’ll ask, listen, and suggest. Then, we dive into 60-minute sessions (in-person or virtual) at $85/hour. Flexible scheduling, no long-term lock-in.

Financial Snapshot Package

  • What It Is: A one-time, deep-dive session (or short series) to assess your finances and get a clear action plan—think of it as a money tune-up.

  • What You Get:​

    • A personalized “next steps” roadmap (e.g., “Pay off this card first” or “Start a Roth IRA here”).

    • A follow-up email with resources to keep you on track.

  • A full review of your credit, budget, retirement accounts, insurance, or 529 contributions.

  • Why You’ll Love It: It’s quick, focused, and uses my teaching knack for spotting gaps and simplifying solutions—perfect if you’re not sure where to start.

  • How It Works: One 90-minute session (or 2x 45-minute) for $150

Group Workshops

  • What It Is: Hands-on sessions (in-person or online) where you learn with others in a friendly, interactive setting.

  • Topics Include:

    • Credit Card Smarts: Boost your score, skip the pitfalls.

    • Retirement Ready: Roth IRAs, 401(k)s, and beyond.

    • 529s Simplified: College savings without the headache.

    • Insurance Basics: Know what’s worth it.

  • Why You’ll Love It: I bring classroom-proven methods to deliver tips you’ll wish you’d known sooner.

  • How It Works: Check the Workshops page for dates and sign up!

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