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.
April 7, 2020 update: While I originally imagined my services would be offered in-person, I successfully assisted recent clients with online video chat and was impressed with how well it worked. If you are interested in a virtual session, please get in touch!