walk umbrella

Get to the core of self-limiting beliefs and behaviors that may be keeping you from reaching financial success. We will utilize a series of tools and strategies to set up a personalized plan that helps you to:

  • Identify and overcome emotional blocks and limiting beliefs with money.
  • Develop skills to make financial decisions that will lead to increased confidence with your finances.
  • Reduce financial stress by implementing personalized debt repayment and savings enhancement strategies.

Learn to work as a team to reach your financial goals through enhanced communication skills and goal setting. Discover new approaches to help understand your partner's perspectives, emotional triggers, and behavior with money, while creating harmony in your relationship. We will work with you to:

  • Create understanding, awareness and compassion with your money partner.
  • Develop tools in creating common goals with your everyday financial decisions.
  • Experience financial harmony as you learn effective communication techniques when discussing your finances.
two hands heart

Important Document Organization

writing organize

Organize your paperwork for a Life Event. Your important financial, legal, and insurance documents may be strewn throughout the house...or even long gone. In order to ensure that you and your loved ones are ready for any expected or unexpected Life Event, you will be guided through a process to:

  • Gather all of the pertinent information and documents.
  • Record everything in their current state. This gives you an overall picture of the important content of your documents and accounts, and can help identify gaps. It will also be a resource for loved ones if something happens to you.
  • Store your documents and information in appropriate and safe locations.