As a CERTIFIED FINANCIAL PLANNERTM professional and Accredited Financial Counselor®, my goal is to help my clients learn to help themselves. Believing that every individual should have the tools and skills needed to shape their financial future, I offer my clients counseling and education to help them achieve their goals and dreams.
Sales-free approach
It doesn't matter whether you have student loans, credit card debt, or thousands to invest. My clients are not turned away for failing to have a minimum net worth, because I offer counseling in a sales-free practice. I maintain a vetted network of legal and investment professionals.
Inclusive counseling
I have worked with military service members and their spouses, minorities, individuals, couples, college students, and employer groups. Anyone wishing to improve their financial well-being through financial counseling is welcome.
Proven success
My clients have overcome anything from five-figure credit card debt to systematically paying off six-figure educational loans. Through structured guidance, they have invested and grown their retirement, emergency, and college savings. Together, my clients and I meet their goals.
My philosopy...
Specializing in financial planning, counseling and education, I believe that clients should have access to the personalized tools and resources needed to shape their financial destinies.
Why You Should Hire a Financial Planner, Even if You're Not Rich
— Lizz Shumer, NEW YORK TIMES, April 8, 2018
Take control of your financial future. Discover a path toward freedom.
Read about my client's experiences and the positive impact financial counseling has made.