Personal Financial Strategy & Planning
Personal Financial Strategy & Planning
Personal finance isn’t just about budgeting — it’s about building a plan that actually works for your life. I help individuals take control of their money by creating realistic strategies that support their goals, reduce financial stress, and build long-term stability. Whether you're trying to pay off debt, start saving, or make your income work harder, I offer practical, one-on-one guidance to help you move forward with purpose.
Services Include:
Personalized financial assessments and goal-setting
Budget creation and income planning
Debt payoff strategies (credit cards, student loans, etc.)
Emergency fund and savings plan development
Retirement planning support (Roth IRA, Traditional IRA, SEP, etc.)
Guidance on tax-advantaged accounts (HSAs, IRAs, 529 plans, and more)
Support with financial planning for children (529 college savings, custodial accounts, etc.)
Cash flow tracking and recommendations
High-yield savings account and bank optimization
Financial organization systems
Tools and recommendations tailored to your financial goals