I'm here to help you understand the reasons why you make financial decisions. I want you to be in control of your money, and not let money control you. I'm here to assist you in spending both your money and time in the ways that will bring you the most happiness. You come to me with your purpose, and I will show you how to achieve it through the numbers.
My clientele consists mainly of millennials, Gen X/Y, young professionals with young families, and/or teachers. I offer a range of services, such as budgeting and expense analysis, cash-flow planning, student loans, insurance planning, credit & debt, investment planning, and estate planning. I make sure to explain everything without any intimidating jargon.
In addition to working with clients one-on-one, I also offer financial wellness workshops for employers. I primarily serve the New Orleans area, but I'm set up to work virtually with clients all over the country. If you're local, I can even come to you for our meeting and we can talk while enjoying a beverage of your choice.
Deliberate Finances is compensated solely by the client. We never accept payments from anyone else.
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