Questions?


Are you a financial advisor? Financial planner?

I have taken all the coursework to sit for the Certified Financial Planner (CFP®) exam; however, I don't plan to take the CFP® exam and have not earned this designation.


What's the difference between a financial advisor and what you do?

According to this Smart Asset article: "In general, you would turn to a financial coach for help saving money and a financial advisor for help investing and growing money. A financial coach works with clients who have few assets and need general financial help." My focus is a blend of financial coaching/counseling/therapy, and I do not use a one-size-fits-all approach to our sessions. Depending on your circumstances, working with me regarding daily financial decisions can complement your adviser's services.

 

How much do you charge?

My goal is provide education, coaching, and accountability at an affordable rate. 

Check back or contact me for package details.


How do we meet?

In-person: Join me at The Lodge, an amazing co-working space at 231 N. Main Street in Edwardsville, Illinois. We can chat and enjoy complimentary coffee or a beer. Bring your lunch or snack if that helps with your busy schedule.


Online: I'll set up a Zoom virtual meeting where we can talk through a video session. This will give us the chance to see each other and share information at a time that is mutually beneficial. I'll send detailed information on how to join the virtual meeting.