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:
Goal-setting
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.
Budgeting & 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.
Travel Hacking
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.
Debt Repayment
I paid off over $125,000 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 (no, really!).
Credit Cards
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.
Investment Education
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.
Retirement Planning
Long term investing is a critical component of retirement, but so is tax planning, insurance, and setting up your estate plans. I'll help you navigate all of these factors and then some as we start working together.
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:
Goal-setting
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.
Budgeting & 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.
Travel Hacking
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.
Debt Repayment
I paid off over $125,000 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 (no, really!).
Credit Cards
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.
Investment Education
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.
Retirement Planning
Long term investing is a critical component of retirement, but so is tax planning, insurance, and setting up your estate plans. I'll help you navigate all of these factors and then some as we start working together.
We'll Focus on Your Goals.
When you're just starting out in your career, it's important to establish SMART long term goals - specific, measurable, ambitious, relevant, and time-sensitive. I'll help you figure out what those should look like, and review them on our calls. Keeping you motivated to stay on track with your money goals is my number one goal as a money mentor. Whenever you want to run something by me, whether it's advice on how much to spend on dating or how much you should contribute to a 401(k), we'll see how your long term goals are impacted.
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We'll Make a Plan Together.So you want to pay off all your loans, have 6 months' expenses in a savings account, and save up a couple million for retirement? Sounds like a plan. But how will you get there? It's critical to develop specific targets - every year, every month, and even every week - that will work in concert to help you achieve those long term goals. I'll help you figure out what to do with each paycheck and how to measure your progress, even if your long term goals seem too distant to be relevant.
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I'll Be Here To Help.
Just when you think nobody will care when you finally reach that zero balance on your credit card, save the last $100 you needed to top off your emergency fund, or boost your credit score by 50 points, think again. I'll be here to celebrate every win with you, and keep you motivated. If you consider ditching your goals, I'll give you alternatives and ideas you may not have considered. We can talk about anything, celebrate your accomplishments, and avoid bad decisions. Time is on your side - so let's make the most of it.
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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.
