Financial Coach
Why Financial Security is Important to Me
When I was young, I watched my parents go through everything from trying to start their own business, filing bankruptcy, and digging their way back out while working multiple jobs. They inspired me to pursue a secure career and learn about personal finance to avoid making the same mistakes.
While I enjoy what I do, a part of me wants to help others to steer clear of or fix those mistakes so they can enjoy a life that is not saddled by financial fears.
As a chemical engineer, my go-to for most financial processes are spreadsheets. I use spreadsheets in every aspect of my finances so that there are varying degrees of automation and manual inputs.
Please reach out if you need anyone to talk to.
Understanding Credit Scores
30 minute seminar - we go over the basics of credit scores, what all goes into it. Bonus content includes what charge-off and collections accounts are as well as the benefits of credit cards to increase your score.
Credit Report Reviews
1 hour session - After getting the free annual credit report, we sit down and go over everything on the report and what we can do to improve your score moving forward.
Basics of Budgeting
30 minute seminar - we go over the basics of budgeting. Bonus content includes a quick demo of how a spreadsheet can be set up for your situation.
Your Money and Your Relationship
1 hour session - Highly recommended as part of pre-marital counseling, this session works with you and your partner and discussing relationships with money and each other.