SERVICES
Let's get you on the path to Financial Freedom.
FINANCIAL PLANNING & COACHING
Work with me and my team at MakeCents so you can learn to take control and master your money to get exactly what you want out of life!
This is for you if you seek:
💸Cashflow Planning & Budgeting
💸Debt Management
💸Tax Planning (personal, sole prop)
💸Retirement Planning
WORKSHOPS & EVENTS
Whether it's Live or Virtual, I will put on an engaging and educational event for your online community or workplace. Workshops will be tailored just for you.
Past workshops include:
💡Freelancer's Guide to Worry-Free Finance
💡Real Estate Reality: Rent vs Buy?
💡Dominate your Debts and Live Free!
💡DIY Guide to Smart Investing
INSURANCE SUPPORT
I am a licensed life & health insurance broker and can help you make sense of an often confusing and uncomfortable product (without the pressure!)
I can help you with the following:
📑Review employment benefits
📑Assess current coverage
📑Compare quotes across carriers
📑Obtain coverage: Life, Critical Illness, Disability, Health & Dental, Travel
GET IN TOUCH
Let's find out how we can work together.