"Maximizing Your Life, Through Financial Knowledge"

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I firmly believe in trying before you buy.  Your free financial evaluation provides you with an objective overview of your finances, and allows me to determine exactly what areas I can assist in.  No doctor prescribes treatment without a diagnosis.

Your free financial evaluation is 15-30 minutes and usually done over the phone, although it can be done in person if availability permits.  You can ask any questions you like; the better prepared you are the more ground we can cover. 

This is not a substitute for ongoing counseling; here we can determine your goals and needs in order to help you improve financially as quickly as possible.  At the end of the call I will discuss my rates and any packages available to you.


Want to see what I can do for you?  Click here to get your free financial evaluation.

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