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Making Cents Count

I believe you control your finances; they don't control you.

If you need 1:1 financial services, let me provide the support and attention you need. Helping clients understand the financial process is truly one of my favorite jobs. It gives me a chance to work with you one-on-one, where you are the only focus! I love seeing people build their confidence as they learn how to put their money to work! There’s nothing more rewarding than seeing the relief that comes as you learn to trust in yourself, knowing you’re making the right financial decisions.

If you’re ready to take control of your financial landscape, I’m ready to help.

1 Choose Appointment

CONNECT + DISCOVERY CALL: Free Consultation

30 minutes

Wondering if Personal Financial & Investing 1:1 Consulting is right for you? I offer a FREE Initial 30-Minute Consultation. In the consultation we’ll tackle two goals:

1. We’ll decide if Personal Financial & Investing 1:1 Consulting will provide you value beyond your current financial actions for a secure future.

2. You will decide if we “click.” I believe personal finances require a relationship built on trust. If you like and trust me, we’ll move to the next steps.

STRATEGY + PLANNING CALL: Personal Finance + Investing 1:1 Planning, Walk-through + Next Steps

1 hour 30 minutes @ $297.00

What we need from you BEFORE you schedule your Strategy + Planning Call [to ensure that our time together is both productive + beneficial to you], is this:

1. Complete the Strategy Call Questionnaire BEFORE you schedule your Strategy Call (your scheduling will prompt this questionnaire).

We cover a lot of information during this call. We offer suggestions on how to best organize your financial landscape based on your risk tolerance.

If you have any questions, email Karen@MakingCentsCount.com

CLIENT CHECK-INS + IMPLEMENTATION CALL: Follow Up + Progress Update

1 hour @ $197.00

Existing client? Schedule your next appointment here.

If you have any questions, please email Karen@MakingCentsCount.com.

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Making Cents Count

1 Choose Appointment

2 Your Information

3 Confirmation