Hi, I’m Stephanie

My goal is to teach you things you want to know about money. I’d like everyone to think, “I am the sort of person who understands money.”

I started this business because I genuinely enjoy talking and learning about all aspects of personal finance, and other people say I’m a good teacher. I believe a DIY-approach to finance works very well for most people, and having a genuine understanding of your own money situation is the foundation of financial empowerment.

Personal finance can be complicated, but it doesn’t have to be. If you are inclined in this way, but could use a little help getting started, want to know more about a topic or two, or just want to get an informed opinion from someone independent, I might be a good fit for you. I will only accept an engagement if I feel I can truly be helpful. If I don’t think I’m the right fit for something, I will try to help point you to more suitable resources.

January 2023 update: I continue to encourage all clients to opt for a donation rather than paying me cash, my approach since 2020. Work with me, and then make a donation to a worthy cause of your choice (heck no, you don’t have to show me a receipt!) I am happy to make a suggestion.

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Let me know what you have in mind and, if you have possible days/times in mind, share that too!