What to Expect in a Financial Consultation

A financial consultation with me isn’t about numbers on a spreadsheet—it’s about you. This is a no-pressure, get-to-know-you conversation where we talk about your financial situation, your goals, and what’s important to you. There’s no one-size-fits-all advice here—just a personal approach to help you move in the direction you choose.

I’m here to listen, offer insights, and help you map out your next steps, whether that’s budgeting, saving, investing, or just getting more clarity on your finances. The goal isn’t to tell you where you should be—it’s to help you get to where you want to be.

Best of all? This first conversation is completely free. No commitments, no sales pitch—just real advice to help you move forward with confidence.

Ready to take the next step? Let’s chat.