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Linda’s Story

Meet Linda

A few years ago, Linda became a widow.  She had never really managed money for herself or household.  Upon getting the basics down, she found that while she could manage her money well, but she really didn’t know anything about her investments.  

So we had a coaching session where we discussed her entire financial situation.  Then, when she met with her financial advisor, she was able to ask the right questions.

Start Working With Me

Enroll for scheduled financial coaching Q&A sessions about the topics of your choice ranging from budgeting, savings, debt elimination, retirement, or any other money topic.  Multiple options are available to accommodate all budgets.

Click the button below to get started.