I worked in various areas of banking and finance for twenty-five years. Taking a holistic approach to your finances, I prepare written financial plans to help you achieve your goals (retirement, leaving a legacy) or re-establishing yourself after a major transition in your life – such as the death of a spouse or a divorce.
I also understand that many of us need more than a written financial plan. We may have deep-rooted subconscious beliefs around money that can derail the most well-laid out plans. Through effective strategies, I can help you rescript your beliefs to ones that support your goals.
As a fee-based money coach able to provide objective advice. I help people develop a healthier relationship with money while also delivering sound financial plans.