Money Management That Matters

Your money and how you manage it matters. My mission is to help you understand the basic principals of how money works and empower you to become better at personal money management. With the proper financial knowledge you can proactively participate in planning for your future.

Applied Knowledge Is Power

I’m a strong believer in applying what you’ve learned. A personal financial strategy provides a road map for one to reach their desired financial goals. Everyone deserves the right to plan for their future regardless of current or previous financial mistakes. You can begin or reset your journey today! Let’s start wherever you are and work together to get you where you want to be! It is my absolute pleasure to serve you.

My services include but are not limited to the following:

Personal Financial Strategy Sessions

Retirement Planning

College Planning  

Debt Management

Budget Planning   

Estate Planning

Life Insurance 

Long Term Care 

Critical & Chronic Care 

Disability Insurance

How May I Help You?

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Financial Literacy Workshops

Through my alignment with World System Builder, I am pleased to be a campaigner actively advocating to educate families through the 30 by 30 Financial Literacy Campaign. Our goal is to financially educate 30 million families by 2030. Financial literacy workshops are offered daily Monday through Friday virtually and are currently  complimentary. With no obligation you are invited to log on from the convenience of your home and learn about the following topics:

Increase Cash Flow

Debt Management

Building A Strong Financial Foundation

Proper Protection

Building Wealth

Asset Accumulation

Retirement Planning

Wealth Preservation