Coaching helps my clients make the best use of their own resources.

As your Financial Coach my goal is to guide you from where you are today to where you want to be tomorrow. Financial Coaching can be is especially helpful in a time of transition, when the path forward isn’t clear. Financial Coaching covers an array of topics such as earning, saving, spending, investing, and charitable donations to name a few.

This is a personal, one-on-one coaching, face to face and/or by telephone that allows me to help you develop and implement a plan specific to your unique situation.

Each coaching program is customized for the client’s individual goals and needs. Depending on your unique situation, the coaching program may last anywhere from one to twelve months, sometimes longer and may involve one to four coaching sessions per month.

The fee for the coaching service is based on the amount of time involved, and will be discussed at the start of the coaching program.

Make an appointment for a free 30-minute consultation or to receive more information by completing the form below or email us at

Get started now. Call 1 (203) 745-2021 to talk to us, or complete the above form and we will contact you at your convenience.