Client Services

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.

Consulting Services

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.

Speaking Services

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.

Ready to Change Your Financial Future?