My approach is simple. I help where help is needed. It is different for everyone and uniquely personal. I can share my knowledge, as a mentor, allowing you to handle personal matters yourself with new skills and confidence, or I can take on all or some aspects to grant you time and freedom for other things.
I understand that money matters are scary or overwhelming. I take my responsibility to you seriously. To help earn your trust, I am a member of the American Association of Daily Money Managers (AADMM) including Vice President of the Atlanta Chapter along with a member of the National Conference Planning Committee. As an AADMM member, I must adhere to a Code of Ethics and high Standards of Practice along with being independently background checked every two years. AADMM also provides a forum for daily money managers to learn from each other and attend formal continuing education seminars.
I am living paycheck to paycheck. Can You help Me? This is my specialty – I can coach you on how to stretch your dollar and create a budget along with a debt reduction and savings plan.
My life is complicated. Can You Help Me? Life does affect our money. I help families through the messiness of life transitions: marriage, divorce, grief and illness.
Daily money management needs can look different for each person or family. I am here as a one-time need or on-going support by listening to your goals and putting a plan in place to meet those goals.
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The Metro Atlanta Area
And Virtual Clients