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financial meeting


Personal Budgeting

If you feel overwhelmed by your current financial situation or want to take ownership of your finances, then my personal budgeting service is for you.  


This service is designed to help professionals of all ages and career stages become not only knowledgeable on their personal financial budgets but prepare them for their future as well.

I take a holistic approach to personal finance, addressing not only budgeting but also helping you build a solid financial foundation.

financial advice


Family Household Budgeting

Over my many years of managing my own budget, family and household budgeting has been by far the most challenging. 


If you are anything like me there are days and weeks and sometimes years where it seems the ends simply don’t meet.  This is where turning to me is the most beneficial.  I have mastered techniques and have created tools that enable a household to manage all their expenses, while also focusing on things that are important for the future which can include college savings, a home remodel or a vacation. 


The family household budget is like a gigantic jigsaw puzzle and with my help we can complete the puzzle together.

financial freedom


Life Change Budgeting 

Have you had a life change that has or will impact your budget?  This could be a new job, a job loss, a new child on the way, a child going to college, a divorce or marriage or any other life change that will impact your financial situation.

Introducing my life change budget plan service consultation, designed to provide customized budgeting solutions that fit your unique financial goals and lifestyle. 

This approach allows for flexibility and scalability as your financial situation evolves.

Whether you're facing unexpected expenses or experiencing a windfall, I will help you adjust your budget plan accordingly to stay on track towards your goals.

financial literacy


Small Business Budgeting

Creating and managing a budget is a fundamental aspect of running a successful small business. A well-planned budget not only helps you track income and expenses but also provides valuable insights into your financial health and guides decision-making. Whether you're a startup or an established business, effective budgeting is key to financial stability and growth. Here's a comprehensive guide to small business budgeting.

Budgeting involves forecasting and allocating financial resources to achieve business objectives. It's a proactive approach to financial management that requires careful planning and ongoing monitoring. 

Budgeting is not just about numbers; it's a strategic tool that empowers small businesses to achieve financial stability and pursue growth opportunities.

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