Money Management for Individuals

It takes as much energy to wish as it does to plan. – Eleanor Roosevelt

Managing your finances is overwhelming. “Are the bills being paid on time… or at all? How much money do I actually make; where does it come from? Where (and how) is my money being spent? How can I get out of debt and pay off my credit cards? How can I create a budget and actually stick to it? I’m in deep credit card debt and I feel too ashamed to reach out for help.”

Or… Maybe you’re comfortable with your finances but just too busy to manage all of the bill payments, filing health insurance claims, keeping track of it all when April 15th rolls around. You know… managing the month-to-month financial operations of your busy household.

This is where I get to say…. I get it… I understand.  If some (or all) of these questions have kept you up at night, you are exactly the person I want to help.

We work together to create a short-term and long-term budget.  I’ll teach you the tools to help you answer those questions. Results – your bills get paid, you pay down your debt, save some money, sleep at night.

A journey of a thousand miles must begin with a single step.—Lao Tzu