WHAT IS YOUR EXPERIENCE?
Money management is a learned skill. I started learning at a young age from my parents, as they owed a small family business. My undergraduate degree is in Business and Finance and I have an MBA from the University of Indianapolis. For over 25 years, I have managed multi-million-dollar budgets in corporate America.
HOW CAN I TRUST YOU?
Trust must be earned. I believe the only way to go through business and life is to be a person of your word. Without integrity and high-minded values, there is no foundation to build relationships, both personal and professional. In addition, I adhere to a code of ethics as prescribed by the American Association of Daily Money Managers.
In addition, AADMM requires a thorough background check, updated every two years. I also carry $1 million in liability insurance for omissions and errors.
WHAT DOES YOUR SERVICE COST?
The cost of financial coaching is based on a three month, in-depth program.
The daily money manager services are charged at an hourly rate, which can be broken down into quarter hour increments.
HOW DO I GET STARTED?
Call me at 713-628-2764 to set up a free, no-obligation appointment. During this meeting, we will discuss your needs and how I can assist you.