My BusinessI am a "Financial Lifeguard". I help people who feel like they are drowning financially get to a safe place and catch their breath... Then I teach them how to swim.
I coach couples and individuals on how to set financial goals, take an honest look at where they are now, and create an individualized plan on how to get to their preferred financial future. I also teach Financial Wellness classes for the employees of local businesses in the Greater Cincinnati/ Northern Kentucky area.
I am also a writer, blogger, and editor - a true "Word Nerd"!
Ideal ReferralHR Manager / Director or Business Owner who is concerned about the financial well-being of their employees. They are invested in the long-term success of their employees, both at work and in their personal lives. Business owners who want to add a financial component to their Employee Wellness program.
Top ProductBudgeting Basics Lunch & Learn Class
Individual / Family Financial Coaching
Top Problem SolvedHelping people go from financial chaos to financial peace.
My Ideal Referral PartnerSomeone who is interacting with HR Directors and business owners