My Approach to Financial Education
Most people were never taught how to think about money — and that doesn’t make them irresponsible.
My work in financial education is about clarity, not pressure.
It’s about helping people understand what they already have, think through “what if” moments, and feel more confident making decisions.
I created a free guide to help people think through the things no one likes to talk about — but everyone deserves clarity on.
What I help with
Getting organized financially
Understanding existing accounts and benefits
Thinking through “what if something happened” scenarios
Reducing stress by creating clarity
Having judgment-free conversations about money
What working together looks like
Conversations are typically 15–30 minutes and start with your questions.
There’s no obligation and no pressure.
If it makes sense to continue, we do — and if it doesn’t, that’s okay too.
Who is this for?
This Is a Good Fit If…
You want education before decisions
You value clarity over urgency
You want a human conversation, not a pitch
For transparency: I work within a licensed financial services platform that provides education, tools, and access to solutions.
If you’d like to learn more about the organization I’m affiliated with, you can read more here.