We’ll review your spending, set goals, and create simple trackers to help you manage money with less stress. Whether saving, cutting costs, or tracking cash flow, my clear advice and easy trackers will keep your income, bills, expenses, insurance, and savings organized.

Please submit the Consultation Form at the bottom of this page.

Schedule consultations to discuss your current financial situation, main concerns, and what may be best for you going forward.

• Identify areas that may need attention and other opportunities to increase your disposable income.

• 1-on-1 ⎹ Your partner may join you on video, if applicable.

• I’ll give you the tools to manage your money going forward.

• 1-on-1 ⎹ Your partner may join you on video, if applicable.

• I walk you through your finances and also coach you through lasting change management.

• 1-on-1 ⎹ Your partner may join you on video, if applicable.

• May be helpful to those who may have anxiety around finances.

• Are you afraid to look at your bank account— do you get anxiety around tracking your spending? Do you intentionally avoid talking about money?

• I’m here to audit, guide, and review your finances.

• 1-on-1 ⎹ Your partner may join you on video, if applicable.

• Monthly, bi-monthly, quarterly, or annually

Relax and let me worry about the spreadsheet pivot tables and set-up.

• Bachelor of Science in Business Administration

  • Georgia Tech’s Scheller College of Business ⎹ Atlanta, GA ⎹ Highest Honors

• Atlanta Region Marine Corps and Navy ROTC Enrichment Program

  • Officer-In-Charge ⎹ Atlanta, GA

  • Hosted conference, training 16 other colleges’ and universities’ ROTC staff to replicate the program

  • Included in my program design and implementation: budgeting plans and oversight

• United States Marine Corps Officer ⎹ Battalion Manpower, Admin, and Legal Officer

  • Twentynine Palms, CA ⎹ 3 yrs

  • Department head | Led a team of 8, providing admin and legal services via 25 Marine Corps-wide inspected programs for an organization of 900.

  • Our battalion received the highest administration inspection marks across the Division, two organizational scopes higher than our own. The inspection happensOur battalion received the highest inspection score within the division (two organizational scopes higher). The Commander’s General Inspection happens every 3 years.