This is why you should work with me.

You should hire me so that I can help you find the best way to achieve your financial goals. I want to help you identify your real goals and to develop appropriate strategies to reach each of them.

You should work with me because you want results!

I will not coddle you. I will not say “Aw, it’s okay if you messed up this time.” No! I will be your financial drill sergeant. I will the consistent voice, trainer and supporter of your goals. You cannot depend on steady salary increases, pensions, or social security to retire comfortably.

Creating flexible plans and regularly revising them is the only way to build a sound financial future.

My goals, on top of assisting you reach your financial goals, is to improve your standard of living, to help you develop wise spending habits, and to increase your wealth.

Define your financial goals

Develop financial plans and strategies to achieve your goals

Implement those financial plans and strategies

Periodically develop and implement budgets to monitor and to control progress towards your goals

Use financial statements to evaluate the results of your plans and budgets, taking corrective actions (if required)

Redefine goals and revise plans and strategies as circumstances change

My process and my results

I work in a step-by-step, methodical manner to fix your credit, perform credit coaching, and assist in financial planning. In the beginning, all you have to do is provide your credit reports from one of my providers. Once I have your credit reports, I will be able to tell where you stand and where many of your problems lie; if you have a poor score, I will analyze your credit report to identify the problem.

For example:

• Do you have too much debt?
• Do you have many unpaid bills?
• Have you faced a major financial upset such as a bankruptcy?
• Could you simply not have had credit long enough to establish good credit?
• Have you defaulted on a loan, failed to pay taxes, or recently been reported to a collection agency?

There could be a ton of different reasons why your credit score isn’t where you want it to be. However, the issues that contribute to your credit problems will dictate which route we will take to improve your credit score.

I will then develop a personalized strategy that expressly addresses your credit problems and financial history.

With the personal finance strategy in place, I will use my knowledge of credit laws, credit improvement expertise, customized letters, and various negotiation tactics to:

• Remove inaccuracies
• Negotiate with creditors / collections to remove debt from your credit report
• Develop a credit improvement plan
• Assist with identity theft

The credit improvement plan will be ongoing and will be adjusted as your credit continues to improve. What worked in the beginning may or may not work in the end, so I will be working with you diligently to improve your credit as new information/scenarios arise.

We will also begin the financial planning process and develop 1, 3, and 5 year goals, a written budget, and conduct monthly reviews of the budget to see if we are on track with our identified goals. I will work with you to achieve your goals and give you a step by step plan As I work the plan with you, we will go over areas of concern, and adjust the plan every month, until we have achieved your goals. We will then replace that goal with another goal and attack that. Picture me like a gym trainer, but for your finances.

Average percentage credit score increase

Average credit score point increase

Clients served 

100% client success rate

All of my plans are contract free and cancel anytime. Couples/pairs receive a discount versus individuals.

After signing up you will hear from me within 5 minutes via email and text! We start immediately with a game plan to reach your goals.

Curious?

Schedule a consultation!

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