What We'll Cover
Our conversations are like chats with an old friend. Whether you want to take a deep dive into changing your spending and savings habits or just apply some general wealth-building tactics to your current lifestyle, I'll help get you started and stay on track. My goal is to work with you to tackle the most critical financial topics, including the following:
Setting Big Goals
Once you know what you're working toward, your motivation will skyrocket. We'll figure out what matters most to you, then build a financial plan that gets you there.
Spending & Saving
Dream bigger, spend smarter. Based on your short- and long-term goals, we'll crunch the numbers to see exactly how much you need to be saving. The goal? A budget that makes room for the things you love most, and gets rid of the stuff you don't.
Traveling Like a Pro
I've been traveling as a consultant for years, and have learned a thing or two about how to do it on the cheap, in style. Whether it's a honeymoon in Greece or a year-long adventure around the globe, I'll help you break down the costs and economize your trip.
Paying Off Debt
I paid off over $150,000 in undergraduate and graduate debt, and learned some painful lessons along the way. I'll help you refinance your loans or credit card debt and make a plan to pay it off you'll get excited about.
Managing Credit
Many people don't realize that you need credit cards to be financially successful! They'll help you boost your credit score, manage monthly fluctuations in spending, and optimize your use of cash throughout the month. Plus, you'll rack up rewards points or cashback. I'll show you some hacks for finding the best possible cards and avoiding costly interest rates or other fees.
Investing
I'm not a money manager, so I won't actually touch your accounts, but I'll show you how to set up an investment account, decide which type(s) you should have, and set up a strategy for achieving your long term goals.
Our conversations are like chats with an old friend. Whether you want to take a deep dive into changing your spending and savings habits or just apply some general wealth-building tactics to your current lifestyle, I'll help get you started and stay on track. My goal is to work with you to tackle the most critical financial topics, including the following:
Setting Big Goals
Once you know what you're working toward, your motivation will skyrocket. We'll figure out what matters most to you, then build a financial plan that gets you there.
Spending & Saving
Dream bigger, spend smarter. Based on your short- and long-term goals, we'll crunch the numbers to see exactly how much you need to be saving. The goal? A budget that makes room for the things you love most, and gets rid of the stuff you don't.
Traveling Like a Pro
I've been traveling as a consultant for years, and have learned a thing or two about how to do it on the cheap, in style. Whether it's a honeymoon in Greece or a year-long adventure around the globe, I'll help you break down the costs and economize your trip.
Paying Off Debt
I paid off over $150,000 in undergraduate and graduate debt, and learned some painful lessons along the way. I'll help you refinance your loans or credit card debt and make a plan to pay it off you'll get excited about.
Managing Credit
Many people don't realize that you need credit cards to be financially successful! They'll help you boost your credit score, manage monthly fluctuations in spending, and optimize your use of cash throughout the month. Plus, you'll rack up rewards points or cashback. I'll show you some hacks for finding the best possible cards and avoiding costly interest rates or other fees.
Investing
I'm not a money manager, so I won't actually touch your accounts, but I'll show you how to set up an investment account, decide which type(s) you should have, and set up a strategy for achieving your long term goals.
All Money Mentor Plans Include:
– An introductory 1-hour financial review and goal-setting meeting
– A second 1-hour meeting to review your new financial plan
– Quarterly check-ins to monitor your progress and adjust your plan if needed
– 24/7 email access to ask any questions or discuss challenges
* All plans are recurring monthly subscriptions that you can cancel any time. Special student pricing available upon request.
– An introductory 1-hour financial review and goal-setting meeting
– A second 1-hour meeting to review your new financial plan
– Quarterly check-ins to monitor your progress and adjust your plan if needed
– 24/7 email access to ask any questions or discuss challenges
* All plans are recurring monthly subscriptions that you can cancel any time. Special student pricing available upon request.
