My Approach

If you are like most people, managing your finances is not something you enjoy. Do you find yourself asking: “How do I even start to tackle this debt?” “Is this the best credit card for me?” “How long will it it take for me to be debt free?” “Can I afford this mortgage?”

This is where I come in.

I’ve developed a 5-step approach to getting you on track to achieving your financial goals and finally experiencing financial freedom. After a FREE initial consultation, we will work to understand the ways you currently spend money and your current financial obligations. From there I will create a customized interactive financial forecast that we both can access at all times from any location, with straightforward steps to achieving your goals. I do not create a plan and send you on your way. As your life continues to play out, your financial situation will change. You need a teammate to guide you every step of the way and resources to meet your evolving needs. I emphasize education throughout the whole process so you can gain the confidence to tackle new financial situations. The best part is this is not a service that will add more financial burden and has already saved every client thousands of dollars.

Testimonials

“Emily was extremely helpful. I asked her for help with minimizing my student loan repayment, and she not only helped me with that, but also provided me with an outline of my finances and what they might look like in the future depending on my financial decisions. She suggested simple ideas to bolster my bank account and set me up for success in years to come. She’s also friendly and considerate of your personal information and spending. I definitely recommend to anyone feeling stuck in a financial rut. Thank you, Emily.”

— Bryce J.

“I reached out to Emily after my credit card debt became too overwhelming. She created a custom tool for me to understand my finances. I have been sticking with the plan for months now and it has been a huge help. Emily is so approachable and down to earth! We continue to chat about every month or when a question comes up.”

— Crystal E.

“I thought I knew how much of a mortgage we could afford but I am so thankful I checked with Emily! She really made sure we understood all of the new costs we would have. We were pretty intimidated by the process but were happy to have her along the way.”

— Victoria J.

“What a great call. Emily is really a delight. Smart. Practical. Sound financial sense. Realistic perspective. Great listener. Good humor.”

— Vivian S.