Let Me Help You
PLAN AND ACHIEVE
YOUR GOALS
I have been providing financial education, planning, and coaching services for over 10 years:
Financial Education: Teaching individuals and groups about different aspects of financial planning and answering questions. This has included writing many practical educational articles and an inductive Bible study about money management (see Learn).
Financial Planning: Defining goals and creating plans to achieve these goals. This can include budgeting, debt, saving, home purchase, giving, retirement planning, estate planning, and other areas.
Financial Coaching: Guidance and encouragement regarding next steps for achieving goals, with follow-up meetings (as needed) to review progress, answer questions, and update plans.