I help my clients identify and prioritize all of their financial goals. We then come up with a workable plan to help them make progress towards all of their goals. I spend a lot of time talking about savings, retirement, budgeting, paying off debt, communication between partners, and anything else even peripherally related to money.
Some of my clients benefit most from an ongoing series of meetings, which provides them with accountability, while others only require one meeting to give them the direction they need. I’m happy to work with whatever schedule fits their needs best.