If you're like most people, you might see I'm a Financial Counselor and wonder, "What is that?" So, I thought I would answer that. Let's start with what I'm not. I'm not a Financial Planner. I don't sell insurance, investments or other financial products. I can give basic advice on these topics, but I don't market them. I'm not an accountant. While I posses basic accounting skills, I'm not for hire as a financial manager (which someone once wanted me to do for their personal finances). I'm not a magician and don't sell magic wands to make everything go away. Anyone who tells you they can, run the other way because they are lying. What I do is the real deal. A long term, crock-pot solution, not a microwave quick-fix.
I think the word that describes me best is Teacher. I teach you how to manage your own finances and be in control of and improve your financial life. I teach how to live on less than you make so you can pay off debt, build savings and plan for a future. I can lead you through difficult financial decisions or situations that affect your future. Most importantly, I can teach you how to have peace of mind in your finances. If you feel like you're drowning in your finances, struggling to make progress and feel stuck, or just not maximizing your potential, I can help. I can create a customized plan to help any of these situations. Everything I do is completely private and confidential. I help those struggling to become better and those who are average to become exceptional. My goal is to give you hope and help for your future.
You must remember that my teaching can only take you so far. While I'll lead you and cheer you on all the way to the finish line, the work and progress to get there is up to you. There is nothing more satisfying than seeing a client completely change their lives because they took control of their finances. They even look, act and feel different. I've had the privilege of counseling everyone from young newlyweds and college kids to mature and retired couples; those with very modest, fixed incomes to those well into 6 figures and everywhere in between. While I prefer to meet in person, I can do long distances via Skype. So if you are ready and willing, I'm here for you.
