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Need a financial coach? We thought so.

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Get started by scheduling a free 30-minute telephone session with a coach. Yes...free!

Schedule your free session today!

At your fingertips

How to write a check

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Yes, paper checks STILL exist! If you’re Gen X or Y, do you know how to write one? Click here for a step-by-step how-to. 

Learn how

Local banks vs satellite banks

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Thinking about opening a savings account to stow emergency money away? Here are some things to consider. 

Click here

One way to manage that credit card debt

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Check out my quick video on balance transfers!

Go to video

Why get life insurance if I am still young?

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Check out why young professionals like you should get you own life insurance policy.

Find out why

I don’t need a will...do I?

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Actually, you might. Click below to learn why it’s impossible for you to have a will or an estate plan. You may be surprised!

Find out more

Need a reason to save?

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If you think savings is boring, think again!  Here are some great reasons to save!

Learn more

Want a fun, interactive and passionate financial presentation to your group? Great!

Video

Watch my book trailer!

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Be bold and take small steps to improve your finances here today!