My Approach

 
 
MyApproach

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 and the National Public Awareness 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 get more of what you want from your money. Working together to create a spending plan, debt reduction plan and savings plan will provide you peace of mind in knowing you control your money instead of your money controlling you.  

My life is complicated.  Can you help me? Life impacts money.  I help individuals and families who are busy professionals or those experiencing life transitions such as marriage, divorce, grief, disability, and illness. Learn to manage your money by creating a budget along with a debt reduction and savings plan.

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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Serving —
The Metro Atlanta Area
And Virtual Clients