Personal financial coaching tailored to where you are — and where you want to go.
Book a Session →After 30 years helping run successful projects and teams — I am going out on my own to help you succeed in your financial life.
I am an Accredited Financial Counselor with over 20 years of studying, implementing my own financial plan, and coaching friends and family on budgeting, debt payoff, saving, and retirement planning. More recently, I've used my financial skills volunteering — helping people with their taxes at Ocean County College VITA (Volunteer Income Tax Assistance) and as a financial coach for 3rd Decade.
I'm well-versed in all aspects of financial planning, including cash flow, budgeting, debt management, investing, and retirement planning. I'm genuinely passionate about financial planning and am always eager to talk about it.
I don't sell products or trade investments for you. I empower you with knowledge to choose what you need.
We can't change past decisions, but we can control your next steps. Our focus is entirely on your future.
I prefer to help you understand the decision, review the options, and choose what's best for you.
Very few decisions are purely financial. We'll explore the non-financial side of making good decisions too.
My expertise was working with troubled projects and teams to help them become stable and productive. That process translates directly into my coaching style.
Email me a question and I'll call to give direction and advice.
Answer a question in depth, or get a primer on any personal finance topic.
A systematic process to help make a financial decision or deep-dive into a specific topic.
A customized plan built around your situation, values, and long-term goals.
Regular meetings to review progress and adapt plans as your circumstances and life events change. I'm in your corner for the long haul.
Per hour, scaled to your income. Under $40k/year pays $10/hr, then $1 more per additional $1k in income, up to $100/hr.
For example: $40k → $10/hr | $56k → $26/hr | $130k+ → $100/hr
Applies to Coffee & a Question, Lunch & a Chat, and Dinner & a Discussion
1% of your adjusted gross income, billed annually. A straightforward fee aligned with your situation.
For example: $50k AGI → $500/yr | $90k AGI → $900/yr
Applies to Financial Wellness Planning and Accountability Partner
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