Money behaviors and attitudes are just as important as incomes, expenses, and levels of debt. Financial well-being depends, not only on our bank statements but how we experience our money.
National Association of Certified Credit Counselors
About Funds Fundamentals
My Qualifications
As an Accredited Financial Counselor (AFC), I have completed extensive training in areas such as money psychology, goal setting, and financial education. I am a fiduciary, which means that I am committed to doing what is best for you. I have made a commitment to upholding high standards, ethical practice, and continuing education.
My Approach
I take a holistic approach to your financial well-being and the personal challenges you face. I will meet you where you are, providing financial education and guidance unique to your situation and needs. By working together, we can identify your strengths, overcome obstacles, and create a plan of action to help you achieve your goals and achieve lasting financial wellness.
My Specialties
Our financial counseling sessions are designed to help you address immediate money challenges, identify and overcome limiting beliefs, develop positive habits around money, and create a clear and actionable plan unique to your goals and dreams.
Services include:
- Basic money management
- Behavioral issues/relationship issues around money
- Budgeting
- Couples/family planning
- Credit
- Debt management
- Financial issues related to illness, aging, or caregiving
- Housing
- Military
- Personal finance education
- Student loans
- Support for Widows and Divorcees
Get Started Today
"Your financial health is deeply intertwined with your overall well-being; a stable budget can lead to a calmer mind & healthier body."