You may know me as an Olympic triple jumper, but what you may not know is I also have a degree in Financial Planning. We all have different goals that we hope to accomplish throughout our lives. As a two-time Olympian, I have learned the 3 core values that are necessary to achieving your goals:

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• Accountability Are my actions lining up with my goals?

• Organization Do I have a well thought out plan?

• Sacrifice Am I disciplined and willing to delay gratification today for a better tomorrow?

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These three values stand true no matter what goal you have and are the keys to financial independence. Whether your goal is home ownership, living a debt free life, or becoming a millionaire, you will need these pillars to succeed. As your coach, I will create a plan to help you achieve these goals and hold you accountable to it. After we finish working together you will feel empowered to make intentional decisions that align with your dreams and goals. 

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Are you ready to take the first step towards financial independence? Book a free consultation with me today

"Empowering individuals to make INTENTIONAL financial decisions that align with their dreams, goals & values"

CASH FLOW
EVALUATION

• Evaluate current surplus/deficit

• Income & Expense analysis

• Personalized budget for the future that aligns with your goals 

• Evaluate emergency fund

• Financial accountability

CREDIT
EDUCATION

• Factors affecting credit score

• Best practices for credit accounts

• Credit report & score evaluation

• Creation of a customized plan to improve credit score

INVESTMENT EDUCATION

• Investing basics

• Diversification Strategies

• Power of Compounding

• Asset Allocation

• Risk Tolerance 

• *I cannot offer specific investment advice* i.e. "Should I..."

DEBT MANAGEMENT

• Review of current debts & interest rates 

• Customized payoff plan with dates to maximize savings while quickly paying off debt

• Financial Accountability

RETIREMENT PLANNING

• Establish retirement goals

• Customized savings program to achieve target retirement age

• Retirement account recommendations

Homebuyer education

• Am I ready to buy a home? How do I get started?

• Co-borrowing

• Optimizing finances for home purchase

• Low down payment loans

• Complete walkthrough of homebuying process

Goals Sheet

Example

Action Steps

Example

DEBT MANAGEMENT

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