Financial Health
What does living abundantly mean to you?
For me and my wife, financial freedom meant getting out of debt so we could live on our own terms. I work with a diverse range of clients from individuals to couples with many different goals. Some clients want to reduce debt, others are ready to increase wealth, and still others are preparing for the transition to retirement. I utilize Dave Ramsey’s proven methodology and program as a framework. No matter your goals, your plan will be custom to you: your desires, your process, and your timeline.
"When we married, we wanted an outside perspective on combining our finances. We found Paul through Dave Ramsey’s website. From the first meeting, we could tell we would be a great fit. Paul shared his personal experience and was able to adapt the Ramsey methods to fit our lifestyle. He is a great listener and non-judgemental. We felt like we were getting advice from a family member who genuinely cared for us! He helped us create a budget we could maintain, and a year after working together, we sold our starter home and bought a bigger house. We would not have been able to make this step without Paul’s guidance. We recommend him for anyone, and especially young couples starting families."
— Amber & Darren
My Process
First, schedule a complimentary consultation. Before our meeting, I will share a worksheet to complete your finances. This information will help me understand where you are before we talk about where you want to go. After our call, if we both agree we are a good match, I will create a custom plan to help you move toward your most abundant life. Most clients work with me for six months.