“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” Ayn Rand
Frequently Asked Questions
Are you a financial advisor?
I am not a financial planner and do not advise people regarding investments, or sell financial products. I offer financial counseling to help individuals create sustainable change in their behavior and beliefs about money.
How can I pay you if I am having money problems?
Typically, when clients work with the process, they start to see where their money is going and often find that they better able to meet their needs and also have more money for their wants.
I don't live near you, can we still work together?
Yes, we will work by phone and use screen sharing technology to enable us to view information simultaneously.
How do we get started?
First, schedule a complimentary 30 minute session. During this session, we will briefly discuss your situation. I will describe the Financial Recovery process, answer questions and review my policies. If we are in agreement that this is a good fit, we will schedule your first appointment.
How long are sessions?
Sessions are typically 60 minutes, however, our initial sessions may be a little longer as we may need additional time to establish a customized plan for your situation.
Will this work be confidential?
Absolutely! All information, including names, is kept extremely confidential. Additionally, I will not ask for account numbers or access information.