Hello! I'm Heidi!

I am dedicated to restoring people's hope that they can achieve their money goals by creating a plan for the future, getting out of debt, investing in their future and more!

As an Accredited Financial Counselor (AFC®) and a Military Qualified Financial Planner (MQFP®), I focus on money habits and behaviors, helping people understand their money story and how it impacts their money goals and financial future. By empowering clients to see new ways to view their money, develop personalized systems of money management and provide a nonjudgemental space to talk about all aspects of money, they learn new financial skills that lead them to greater success with their finances.

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My Story

Growing up I didn’t learn much about money—we didn’t have much, and therefore we didn’t have much to spend. It was always tight and every decision seemed to have a financial trauma element attached to it including grocery shopping, gas for the vehicles, healthcare—even school events. Realizing how financial trauma impacted all of these daily decisions, I’ve shared with others how they can recognize these experiences in their own money stories and then help them see through their financial trauma.

As an active-duty military spouse, I’ve seen over 50 countries around the world and have met so many amazing people along the way—including my most recent trip to New Zealand Australia. Engaging with different communities over the past 25+ years, both in the USA and abroad, has allowed me to be involved with many organizations and learn from those I’ve met along the way! I am excited to share my personal financial story with others, inspiring them to take control of their own money situations and live out their financial dreams.