Services
Budget Building
I offer a personalized budget-building service designed to help you achieve financial confidence and peace of mind. With a nonjudgmental approach, I work closely with you to develop a budget system that fits your unique lifestyle and financial goals. Leveraging my background in Clinical Psychology, I uncover money triggers that may be impacting your financial decisions. Together, we'll create a plan that empowers you to manage your money confidently and effectively. Let's build a budget that works for you!
Financial Planning Servies
Exciting news! Soon, I will be offering comprehensive financial planning services. I am currently enrolled in a Certified Financial Planner course and plan to take the exam at the end of 2025. Once certified, I will provide a full range of financial planning services, tailored to your unique needs and goals. Stay tuned as I expand my offerings to help you achieve financial security and peace of mind. Your financial future is my priority, and I'm here to guide you every step of the way!
Military Buyback Paperwork Assistance
Navigating the military buyback process can be complex, but you don't have to do it alone. I offer a dedicated service to guide you through each step or fully handle the paperwork on your behalf. With my expertise, you can maximize your retirement benefits and ensure a smooth, stress-free experience. Let me help you secure your financial future by making the most of your military service time.