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Let’s face it: money is a struggle. When it comes to making good financial decisions, we struggle with lack of education, emotional barriers such as guilt and shame, and lack of motivation.
As a result, it’s hard to make good financial decisions on a day-to-day basis, much less prioritize your future goals and needs.
Whether you’ve never touched a budget in your life, or you’re a savvy saver looking to start investing, I can help you:
Explore your emotions and behaviors surrounding money
Overcome negative mindsets and habits about spending
Figure out how much you’re really spending, and where your money goes
Establish your financial priorities and set a plan to reach them
Make a plan to optimize your debt payments
Develop a budgeting system that fits with your personality
Provide ongoing support and accountability on your financial journey
Recommend investments that will fit with your goals and risk tolerance
We offer four primary services, geared towards Millennials, Gen X, Gen Y, and LGBTQ+ clients:
Interested in learning more? Pumped and ready to get started? Use the handy scheduler below to book your free 15 minute consultation call!
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Young Scrappy Money Podcast Ep. 027: Real Estate Regrets and Revelations with Nichole Stohler of the Richer Geek
Investing in real estate has become a hot topic nowadays, but it comes with both potential rewards AND potential risks! This week's guest, Nichole Stohler of The Richer Geek, is no stranger to both. Join us as she shares her insight on what went wrong with her first...read more
I get by with the help of my squad, including my money squad. Join me as I explore a list of awesome money squad team members such as financial professionals, tax professionals, lawyers, and HR experts, and learn how they help keep you organized and accountable!...read more
Young Scrappy Money Podcast Ep. 025: Achieving Money Mindfulness with Psychology Expert Tallia Deljou
When it comes to making better financial decisions, mindset is key! Positive psychology expert Tallia Deljou joins us as we discuss mindset work, how to unpack your thought patterns, and the various tools and strategies folks can use to help challenge and rewrite some...read more