Everything begins in the mind, including how you manage your money. We examine your money mindsets so that you can shift to positive, motivating mindsets that serve you today.

The budget is the cornerstone of your financial life. We consult the budget to tell us what to do because the numbers tell a story and they never lie (even when we lie to ourselves).

Debt reduction and elimination is prioritized equally with savings. We believe you can save and pay down debt, so we help our clients build affordable debt reduction strategies while maintaining consistent savings.

Credit can be confusing and emotional. We encourage our clients to focus on their credit reports, rather than their credit scores. It’s what’s on your report that determines your score.

Your investing in your financial foundation and building assets, so it’s important to protect what you’re building. For clients, we review and assess your insurances, wills, trusts, advance directives, health proxies and POA documents. Although we do not provide legal advice, we can educate and connect you to our Trusted Professionals Network for free.

Our most successful clients are those with a written financial plan that guides their actions and gets them closer to achieving their financial goals. By the time we stop working together, you’ll have a clear understanding on the exact next steps to take to continue getting results.