As a Master Financial Coach and Chartered Financial Consultant, I serve as a fiduciary, working in my client's. best interests. My education and background in personal and organizational finance will help you make the right moves today!
Like many of you, I'm a huge Dave Ramsey fan. I became a Ramsey-trained Master Financial Coach because of his principles of trustworthiness, dependability, and simplicity. I'm also a Ramsey SmartVestor Pro! If you are looking for Ramsey-like coaching, look no further.
My approach has always been one of listening first, understanding the details of your situation, mapping out your goals, and then offering evidence-based recommendations.
As a behavioral financial coach, I listen and work on the areas related to how your emotions or behaviors might be impacting your financial condition.
Let's get started today!
We can help you address the behaviors that often lead to debt or instability. We work on:
Sometimes you and spouse or partner don't always see eye to eye. With my training in behavioral science and finance, or financial psychology, I help partner's improve their financial intimacy and compatibility to lead to better shared decision-making..
Check out my sister company, Yellowstone Wealth Advisors, which is licensed for investment advice, and specializes in psychologically-informed financial planning and investment management.