Financial Wellness

 Financial Wellness is central to your well-being. When you are experiencing financial stress it can create psychological stress which affects your physical health and well-being.

Achieving financial wellness is making smart decisions about your finances. My goal is to  empower you to make healthy financial decisions that supports your overall well-being.

The key to financial wellness is setting and reaching your financial goals to ensure a secure financial future. 

The goal is to provide you with the tools, resources, and support needed to make smart and successful financial decisions. 

Benefits of Financial Wellness:

• Improve financial health
• Reduce debt and save money
• Plan for retirement
• Improve your overall well being
• Help to accomplish your goals 
• Increase your net worth
• Better financial security 
• Achieve Financial Freedom
• Reduce Stress 
• Peace of Mind 

Financial Wellness Services:

• Financial assessments
• Budgeting
• Money management
• Financial Planning (establishing Financial Goals)
• Building Savings
• Debt Reduction/management (building credit)
• Credit Score Management
• Financial Literacy Workshop and Coaching
• Investment/Retirement Planning
• Smart Money Management for Millennial's

 **Referrals are available to some outside experts/resources**