Every session is one-on-one, judgment-free, and built around your specific goals. Workshops are custom-built for your team or community.
A full financial assessment. We'll look at your income, expenses, debts, and goals — and walk away with a one-page plan for the next 90 days.
Term, whole, indexed universal — there's a reason people get confused. I'll explain what fits your life stage and pull live quotes from carriers I'm appointed with.
Build it, repair it, keep it. We'll pull your reports together, identify the levers that move the score fastest, and write a 6-month action plan.
401(k)s, IRAs, 529s, custodial accounts — set up correctly the first time. I'll model out a long-horizon plan you can actually keep up with.
For schools, churches, employee resource groups, and community orgs. Curriculum is custom-built around the audience — teens, working adults, parents, frontline staff.
Book online or send me a note. I'll confirm within 24 hours and send a short intake form.
Zoom or in-person in NYC. Bring what you have — pay stubs, bills, screenshots, or just questions.
A one-page action plan within 48 hours, plus an email recap and optional follow-up sessions.
Both. I'm an appointed life-insurance agent, so if a product fits your plan I can place it directly. But coaching is the core of what I do, and many clients never buy a product through me.
Then we're a great fit. The work was built for the budget that doesn't have room — that's exactly where the four-step framework starts.
Yes — virtual sessions are available nationwide. In-person sessions are NYC-area only.
My personal values are rooted in faith, family, and fairness. The work itself is non-denominational — I work with clients of every background.
Absolutely. ERG kickoffs, lunch-and-learns, annual benefits-enrollment seasons — fill out the workshop form and I'll send a custom proposal.