Send me a note if you have any questions, comments or feedback. I’d love to hear from you!
I’m located in the Eastern Time Zone and will reply within 24 hours of receiving your message.
I offer one-on-one money education tutoring and financial consulting sessions. Details can be found on the home page.
I am a Financial Consultant and Board Certified Patient Advocate who works with you to develop a holistic money strategy. Unlike other financial consultants, I know that health is a key component of wealth and can help you navigate any obstacles to growing your money.
Obstacles such as:
- Finding ways to make more money (career strategy or side hustles).
- Reducing or eliminating debt.
- Strategies to save more money.
- Offering tools to address relationship inequities between your partner or spouse.
- Accessing safer, more affordable healthcare.
- Managing chronic medical conditions that impact your money.
- And others.
Absolutely! Topics that I enjoy exploring include: career strategies, financial education, investing, healthcare navigation, healthy living and how to build a fulfilling life. This list isn’t inclusive, please reach out if you have a different idea.
Yes, but only virtually.
I offer two different “Lunch & Learns”:
(1) How to Get More Out of Your Doctor’s Appointment
(2) An Intro to Investing
Please feel free to pitch any other ideas or suggestions.
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