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Working with Financial Documents

It's time to take control of your finances

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EXPERIENCED HELP TO GET AHEAD
 

Trying to figure out what is going on with your finances can be overwhelming. With over a decade of experience in accounting and finance, I will use my personal and professional experience to assist you in determining where you are, where you want to be, and how to get there.

MY GOAL: HELP YOU ACHIEVE YOURS
 

Past due on your bills and need a plan to get back on track? Want to get out of debt? Considering a large purchase? Preparing for a big life change like kids or retirement? I will help you identify and achieve your financial goals.

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HOW IT WORKS
 

It all starts with a free 15 minute call to discuss what is going on in your life and how I can help. As your financial coach, I will guide you through the process of improving your financial wellness. I will customize a plan based on your needs so you get exactly what you need. We can create a budget, make a savings plan, develop a debt reduction strategy, and more. Once your program starts, we can meet in person in Lubbock or virtually, whichever you prefer.

Need more details? Contact me

I am happy to address any questions or concerns you may have, and look forward to hearing from you!

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