Money Nudges

How I Work

My Approach

Clear guidance, no jargon, and practical next steps that help you feel more confident with money decisions.

Keep it simple.

Educate and empower.

As an Accredited Financial Counselor (AFC), my mission is to help you zero in on what is important to you and make smart decisions. I am not a financial advisor. I do not manage your money and am not paid to sell you financial products.

I am a coach, here to help you overcome fear and build financial well-being. I show you how to connect dots between earning, spending, saving, and managing money. You walk away feeling clear and confident about making money decisions.

I do not manage investments, offer insurance, or sell any products. If you need specialized advice, I connect you with people who can help.

Bite-sized insights

Practical cards we can work through together.

Each topic is designed to make one part of your financial life easier to understand and act on.

  1. Money Snapshot

    Where does your money come from and where does it go? A visual picture of your money and how it flows.

  2. Debt Nudges

    How to chip away at credit card and loan balances and see how long it will take to get debt-free.

  3. Savings Nudges

    Strategies for building different types of savings: comfort, home, travel, and more.

  4. Simple Spending Plan

    No need for detailed spreadsheets. Track three categories and feel more in control of your spending.

  5. Your Money Story

    How did you learn about money? What stories do you tell yourself and are they still serving you? What could you change?

  6. Money Rules of Thumb

    Shortcuts and ratios to help make money decisions feel less overwhelming.