Private Financial Counseling
I believe if given the right tools, almost anyone can learn to manage their finances, be debt-free, and retire with honor. For 8 years I’ve had the pleasure of working with individuals and couples across the globe, who have a desire to change their habits and work towards their financial goals.
The aim of financial counseling is to assist you, the client, with developing a clear financial vision and to provide you with a plan that will reflect your current circumstances, your outlook, and your personal objectives.
Below are the top 4 concerns for most clients.
Knowing where your money is going before you spend it is a crucial first step toward gaining control of your finances. Establishing a written plan for spending must become part of your monthly routine.
Can you imagine your life without debt? Until you’re debt-free, you will not be able to successfully prepare for your long-term financial goals and build wealth. Being debt-free is achievable…with a plan.
40% of working Americans have not started saving for retirement. The other 60% have an average of $35,000 saved. To ensure the retirement you deserve, learn more about your savings options and take action today.
Credit Score Recovery
- Check your credit report, with all three agencies, every year at www.annualcreditreport.com.
- Know your FICO score and see what lenders think about you.
- Contact me for advice on correcting your report and improving your score.
*FICO scores and credit reports are offered free to active duty military and their dependents.