I founded a financial planning ministry in order to help people with financial education and planning. The first step in my helping you will be to have an initial complimentary meeting to discuss what you need and to agree whether I can help you.   All conversations are confidential.  After this meeting we may proceed in any, or all, of the areas below:

FINANCIAL Education:

I will help you to learn about different aspects of financial planning and answer questions you have.  This can be individually (1-1) or in the form of a customized seminar for a group of people. One way to get started is to read the educational articles on my website that are of interest to you.  Go To LEARN to take a look!

FINANCIAL Planning:

I will help you to define goals that are specific to your situation and create plans to achieve these goals.  Planning could be related to budgeting, debt, insurance, giving, Retirement Planning, College saving, or other areas. 

Your plans should include the appropriate analysis in areas like life insurance, saving for retirement, and saving for education, with the outcome included in your budget.

FINANCIAL Coaching:

I will help you to implement your plans by working together to identify next steps and then getting together periodically to review progress, answer questions, and help you to make any plan updates needed.

Our initial meeting is complimentary and my normal fee after this is $100/hour.  However, in many cases this fee is reduced or waived.  I don’t manage money, sell any financial products, receive compensation from any other sources, or have any other conflicts of interest as we work together.