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.  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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Serving —
The Metro Atlanta Area
And Virtual Clients