Ready to stop feeling lost with your money?

I’m not just someone who’s good with numbers — I have a Master’s in Finance, a background in Economics, and 5 years of real financial industry experience. More than that, I’ve actually done the work myself. 820 credit score, six figures in investments and savings, and closing on my first home at the end of June.

I know what it takes because I’m living it.

In this 1-hour session we’ll sit down together, go through your full financial picture, and walk away with a realistic plan and real timelines that actually fit your life.

No judgment. Just clarity.

What we’ll cover:

• Where your money is actually going

• What’s realistic for your goals and timeline

• Simple next steps you can start that same day

Why book with me:

• Master’s in Finance + Economics background

• 5 years of real financial industry experience

• 820 credit score

• Six figures in investments and savings

• Built the stability I’m helping you work toward

• Free first month follow-up

• No subscription

Ready to get serious about your finances?

This is a fully customized budget and personalized dashboard built specifically around your life — your income, your expenses, your goals.

Here’s how it works: you’ll fill out a form so I can understand your full financial picture. From there I’ll build you a personalized Google Sheet and dashboard that gives you a clear, realistic game plan for wherever you’re trying to go — whether that’s paying off debt, building savings, or just finally understanding where your money is going.

What’s included:

• Personalized budget built around your actual numbers

• Personalized Dashboard

• Savings and Goal Tracking

• Simple, easy to use layout

Why it’s different

• Built by someone with real financial industry experience

• No data privacy concerns

• One time fee, not a subscription

• Flexibility to update your numbers anytime

After our 1:1 consultation, you will receive a free one complimentary follow-up session within 30 days to make sure everything is running smoothly. If you’d like continued support after that, additional follow-up sessions can be scheduled for up to 1 hour each. Payment covers one session at a time and follow-ups can be booked as needed. No ongoing commitment required.

Coming Soon

Stop letting your credit cards run you — start running them.

If you have multiple credit cards it can feel impossible to keep track of balances, statement dates, and what’s actually been paid. This tracker puts it all in one place so nothing slips through the cracks and your credit stays protected.

What’s included:

• Full Balance vs. Statement Balance tracking

• Payment tracking so you always knows what’s been paid and what’s remaining

• Remaining balance after payment so you can see your progress in real time

• Clean layout built to make credit card management actually manageable

Your 800 credit score era starts here.

Since credit cards balances change month to month, just share your most recent balances on the form and I’ll build around your current numbers.

Coming Soon

Wealth building starts with knowing where you actually stand.

Most people have no idea what their net worth is — and that’s exactly why it’s hard to build it. This tracker gives you a clear snapshot of everything you own and everything you owe so you always know your real financial picture.

What’s included:

• Assets Tracker

• Liabilities Tracker

• Auto calculated net worth so you can watch it grow over time

• Simple, clean layout you can update monthly

Everyone deserves access to tools that help them build a better life — so I made this free. If you’re ready to go deeper, the full system is available too. Custom Budget Available. Full System Coming Soon