Take control of your finances.
As an Accredited Financial Counselor® candidate, I help individuals, couples, and families understand their finances and make real progress toward their goals.
If money has ever felt stressful, confusing, or overwhelming — you’re not alone.
People aross the U.S. are struggling with their finances.
66% say money is a significant source of stress.¹
48% are living paycheck to paycheck.²
85% carry some form of personal debt.³
37% have no emergency cash to cover $400.⁴
26% are spending more than their income.⁵
I feel stressed and anxious about money.
I feel calm and confident in how I manage money.
I feel overwhelmed and unsure where to start.
I am capable of making informed financial decisions.
What we’ll work towards
Confident
I feel confident and calm in how I manage money.
I feel stressed, anxious, or avoidant about money.
Capable
I make informed, productive financial choices.
I feel lost with money decisions and don’t take action.
Clear
I am clear on my values, goals, and future plans.
I feel overwhelmed and unsure where to start.
Consistent
I am consistent with my healthy financial habits.
I feel stuck with my old self-money ways.
Progress
I am making tangible progress toward my goals.
I feel like I should be further along than I am.
Today
Stressed
Tomorrow
Unsure
I feel overwhelmed and unsure where to start.
Unable
I struggle to make money decisions and take action.
Stuck
I feel stuck with my old, unproductive money habits.
Stagnant
I feel stressed, anxious, or avoidant about money.
I feel like I should be further along than I am.
Stressed
Unsure
I feel overwhelmed and unsure where to start.
Unable
I struggle to make money decisions and take action.
Stuck
I feel stuck with my old, unproductive money habits.
Stagnant
I feel stressed, anxious, or avoidant about money.
I feel like I should be further along than I am.
Financial education
The world likes to overcomplicate personal finance. My goal is to simplify it.
My money story
When I graduated from college, I realized quickly that I knew almost nothing about personal finance.
I made a lot of mistakes early on:
Spending more than I earned — without realizing it
Opening a store card without understanding the credit impact
Trying to time the stock market (buying high, selling low)
Many others …
And I wasn’t alone. Most of us move through life without the knowledge, skills, or habits needed to manage money well —largely because we were never taught.
So I decided to learn.
I dove deep into personal finance. I built systems that worked and made decisions aligned with my values. Within two years, I was saving over 50% of my income and had doubled my net worth.
That curiosity turned into a career. At a fintech company, I designed tools that helped over 1 million people save money and build credit. I also conducted research with over 7,500 individuals to better understand how people think about money, and I created educational content reaching 50,000 people.
Through that work, I saw personal finance from both a systems level and a human level — and what truly helps people make progress.
Today, I bring that experience into my work as a financial coach. I’m currently pursuing the Accredited Financial Counselor® certification, which requires:
1,000 hours of financial counseling experience
Passing a comprehensive exam
Adherence to a strict code of ethics
Frequently asked questions
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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No. I do not give investment, legal, or tax advice. I focus on educating and counseling clients.
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Frequently asked questions
Still have questions? Take a look at the FAQs or reach out to me directly.
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We combine a thoughtful, human-centered approach with clear communication and reliable results. It’s not just what we do—it’s how we do it that sets us apart.
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No. I do not give investment, legal, or tax advice. I focus on educating and counseling clients.
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xyz