Money Matters

As a Certified Public Accountant (CPA) and financial professional my first commitment is to your privacy – I will honor your confidentiality to the fullest extent and uphold my professional ethics in all of our work together.

We will work together so that you understand how your thoughts and feelings have created a climate of “too much” in your life - too much debt, too much meaningless stuff and too much doubt about your financial future - resulting in too much stress. This will put you on the path to creating the best life you can imagine and one that is a reflection of your values. While developing a plan for financial success may sound like a challenge, there are ways to make the process easier and perhaps even enjoyable by breaking it down into small, doable steps.

We do this by:

  • Analyzing your current financial position (where you are), the reasons for the situation (how you got there) and where you  want to go (your goals)
  • Exploring your relationship with money and resulting money behaviors
  • Defining your vision of financial success and financial security
  • Developing an action plan for accomplishing your goals
  • Establishing productive financial behavior and habits
  • Structuring your spending to save for short and long term goals and emergencies
  • Guiding you to the appropriate people in the financial industry - advisors on investments, insurance, home purchases, or tax issues - to put your plan into action 

No matter your current financial situation, these steps apply equally to young adults who are just heading off to college, those who are in retirement, and everyone in between.  It is never too early or too late to take control of your money.

Contact me
in Annandale, VA, to inquire about the dynamic services I offer as a money coach.