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About Me

I am a financial coach that strives to help my clients any way that I can to make sure their future is secured, and their family is protected. I do this by getting to know my clients, educating them, and setting up a game plan that best fits their needs. I also help them execute this plan and help them get to a point where they do not worry about their future finances.

When I started, I was a stay-at-home mom. I have always had a passion for helping others, and I am extremely proud to be part of such an amazing industry that allows me to do just that.

Complimentary Financial Game Plan

This is the first meeting I have with my clients to take some time to get to know them and what their goals are. I then use a software called Money Wizard to get a better understanding of some major and minor financial alerts they may have and to organize their needs based on what they want to do first. Then we end the meeting with a plan in place to help them reach their personal financial goals. However, my personal goal for this meeting is to make sure my clients feel heard, and they feel comfortable moving forward.

After this meeting, there will be several more depending on the needs of my client.

Follow-up Meeting

This meeting is probably one of my favorite meetings. This meeting allows me to follow up with my clients and hear their opinions and their likes and dislikes. This lets me get closer to my clients to be able to change anything according to their needs. I am able to form a business relationship with them letting them know that I care about their future and their families.

My goal is to end this meeting with my clients knowing that they can trust me to get them where they want to be and for them to know that they are more than just a client to me, they are people who want the best for their families and themselves.

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Are your services free?

Short Answer- Yes!

All appointments and meetings are free. The only thing that is not free are the products that you decide to get.

Are your services in person?

No, the meetings and appointments are all through Zoom.

Why do I need a Financial Coach?

A financial coach goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!

What are my options?

There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, and insurance. Your goals decide which approach is right for you.

Can you help me plan for Retirement?

Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.

K&E Associates

Achieve your goals and dreams

About Me

Complimentary Financial Game Plan

Follow-up Meeting

My Blog

Frequently Asked Questions

"A big part of financial freedom is having your heart and mind free from worry about the 'what-ifs' of life."

Achieve your goals and dreams

About Me

Complimentary Financial Game Plan

Follow-up Meeting

My Blog

Social

Frequently Asked Questions

"A big part of financial freedom is having your heart and mind free from worry about the 'what-ifs' of life."

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