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Resources

There are many great resources available to help you along your financial journey.

These are a few of my favorites. I don't earn compensation if you visit the websites.

More Information

I provide creative financial literacy, education and coaching. I am a fiduciary, looking out for your best interests in all matters. I do not sell any financial, insurance, or investment products. I do not provide advice on specific investments. I do not accept or pay referral fees when working with other professionals.

 

My service is fee-based only. During your FREE CONSULTATION, we decide together if we are a good fit for one another. We'll discuss options for coaching based upon your specific needs, goals and timeline. This is a partnership between you and me.  

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