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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.

Affiliate Links

The links below are my affiliate links, meaning I may receive a commission if you use my link to purchase the item. However, your price is the same.

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NOKBOX: The complete system that helps you organize all of your accounts, possessions, social media presences, communities, kids, pets, personal history, and estate plans even if you don't have estate plans yet! 

More Information

I provide financial coaching, counseling & education. My services are fee-based only. During your Discovery Session, we will confirm we are a good fit and discuss options for coaching based upon your specific needs, goals and timeline. This is 100% a partnership between you and me.  

I am a fiduciary--which means I'm 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.

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