The Process

Explore Your Goals

We will start by evaluating your short and long term goals.  Then we will develop an action plan to meet those goals.

Help With Budgeting

Together we will track and review your regular monthly expenses as well as those irregular expenses that can wreck your plan.  We will work together to create a spending plan that works for you and aligns with your values and goals.  We will revisit this spending plan regularly to ensure it continues to work for you, and update it if it gets off track.

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Manage Your Debt

Debt is a necessary evil in our culture, but that doesn’t mean it needs to be a burden to you.  We will review your current debts and develop a plan to eliminate it in the most strategic way possible.  I will help you decide which debts to prioritize and how to balance debt paydown with saving and investing to meet your goals. We will also look at tactics and habits which can improve your credit score and help you when borrowing money is necessary to meet your goals.

Develop a Plan to Meet Savings Goals

Once we have a handle on your spending and debt management, we will develop a plan together to save for future goals like a new car, down payment for a house, or whatever you value the most.  We will set concrete timelines for each goal and track your progress as you move towards them.

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Improve Your Relationship with Your Money

Taken together, these steps will improve your relationship with money!  No longer will you open credit card statements with dread, or endure sleepless nights wondering if you will be able to pay your bills this month.  You will see money as the tool that it is, to achieve the goals that you set for yourself.  You will develop a healthy relationship with your money that will give you true peace of mind.

Free Estimation

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