I’m a CPA who works in the corporate office of a regional business based in Williamsburg, VA. Although it’s not what I do in my day job, I have a passion for personal finance on the side and my CPA background is definitely a plus. I love reading up on all aspects of personal finance to help myself with my goals and now I want to help you with yours! What I do
Not everyone has a financial backgrou
nd, yet it is such a huge part of all our lives. I’m hoping to bridge that gap and make you feel more comfortable and confident with your finances. We start out with a conversion where I learn about you, your money background, and your goals. There is not one solution that fits everyone so only once I understand your perspective and what you’re hoping to get out of your financial counseling can I answer any questions and come up with your specific strategy. Typical matters include:
- Budgeting
- Managing debt
- Saving
- Understanding basic financial principles
- Learning money management
- Understanding how money plays into personal relationships and self-esteem
- Understanding your credit score. What I don’t do
I will never sell you investments, insurances, or other products. I will not actually manage your money for you or suggest specific investments. Instead, I will answer your questions and help guide you towards the path that leads towards your goals.
