Personal Financial Advising

Do you struggle with setting up and sticking to a budget? You are most definitely not alone. Financial discipline can be very difficult, and financial literacy is rarely well-taught.

Rachel can help you set up a budget that works for you and develop a strategy for sticking to it. Using value-based goal-setting, Rachel helps identify what is most important to you and how managing your money can help you attain your goals. The ultimate goal is to empower you to feel confident about your financial situation and your ability to manage it.

Both in-person and virtual sessions are available, and both one-time budget setup meetings and ongoing accountability sessions are available. Contact us for more information.