Basic Strategy for Your Finances

Transform your financial future with personalized plans and expert guidance tailored for you.

Debt Management

Get out of debt with our customized strategies and ongoing support for lasting change.

Savings Strategies

Learn effective saving techniques to reach your financial goals and secure your future.

Why wait until you are retired? Start living your best life now!

Plan for Life Beyond

A Coach That Truly Gets You

I earned my M.B.A. in Finance in 2007 and have worked for large firms like Charles Schwab and Thrivent Financial. Lots of people in the finance field have similar experience. So what makes me different?

For 15+ years I've worked as a casino dealer in poker and table games, giving me a front-row seat to the unique challenges that come with the irregular income many casino employees face. I’ve been in your shoes—dealing with fluctuating income, variable schedules, and the ups and downs of tip-based earnings.

This shared experience allows me to connect with you on a deeper level. I don’t just understand the challenges you face; I’ve lived them myself. That’s why I’m passionate about helping casino employees, like you, find practical, customized financial strategies that work for your unique situation.

I offer one-on-one coaching that addresses a variety of personal finance matters including:

• Accountability for spending & saving

• Choosing the right health benefits

• Managing debt, including student loans

• Approaching major life transitions, including moving and job changes

• Planning for retirement and financial independence

Ready to Get Started?

Let us know and we'll schedule a complimentary 20 minute meeting to see if our services are right for you.

We will never sell or share your personal information.