Personal Finance Planning

Personal Finance is more than just numbers; it is how you can make your money work for you.
 As a money coach, we can chat about a number of things from the basics of budgeting to setting up your 401k. If you are not sure you are ready to take the next step, explore the site to get some basics down.

Goal Planning

Help uncover, set, and strategize around specific goals that you want to accomplish. We set a clear roadmap for what your goals are and how you can accomplish them.

Quick Session

Have just a few questions or need a person to bounce one or two ideas off of? Quick Skype or in-person session can be very efficient.

Budgeting

Not sure how to budget? Unsure if your budget is accurate? We can walk through budgeting basics to make sure you can track your spending and that you are allocating your budget based on your personalized goal plan.

Retirement Investing

Learn the basics about how you can use retirement vehicles to your advantage. Leverage your 401k, IRA, and investment accounts to make money for you.
For some 1:1 time with me, a 45 minute session is $45 where we can explore the topic of your choice. If you are ready to work with the Brainy Chick, fill out the form below and we can look at the next steps to get you to your money goals and to build your wealth.
 

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