Meet with me one-on-one
Focusing on habits and behavior changes, I work with clients to understand, analyze, and correct financial behavior concerns. Together, we’ll customize an action plan that works for you in your own specific circumstances.
Get help for your organization
As a consultant, I combine proven processes and practical experiences to give my clients real impact and results. Whether your project is big or small, learn how my expert advice can help your organization.
Speeches and panel discussions
As a leading expert in financial planning psychology, I offer a unique perspective into financial behaviors that few others can provide. From local organizations to large national conferences, I’ve spoken all over the country.