Services are offered virtually or in-person per client’s request. Services are based out of Southern California.
I specialize in the following areas:
- Long Term Investing
- Establishing healthy financial habits
- Teaching kids about money
- Creating and achieving financial goals that align with your values
- Organizing your life for well-being and financial prosperity
- Starting from Scratch (budget, saving, financial education, mindset)
- Using credit cards to earn extra cash and travel
All services are available in English or Spanish.
Services available include: