Whether you’re managing personal finances, freelance income, or running a small business, sometimes you need one-on-one guidance to get started, sharpen your approach, or integrate custom financial solutions.
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This is your direct path to personalized support tailored to your unique financial situation. We'll collaborate to create a budget that’s practical, flexible, and sustainable.
No Judgement,
Just Expert Support
My Difference: Safety and Support
As a former detective and Certified Fraud Examiner (CFE), I’ve learned one truth: your financial story is personal, and it’s never a reason for judgment. My focus is purely on offering practical, compassionate guidance rooted in experience.
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You bring your story. I bring the tools, expertise, and a safe, confidential space to move your finances forward.
Why My Experience Makes the Difference
Beyond the Spreadsheet: Financial Guidance Rooted in Security
My approach isn't just rooted in numbers, it's built on a deep understanding of financial security and the human behavior behind it. I bring a unique combination of logistics, strategic planning, and fraud detection to your personal or business finances.
Certified Fraud Examiner
& Fraud Detective
I specialized in complex fraud cases, learning how to uncover financial vulnerabilities and protect individuals from scams and identity theft. This background ensures that the budget we build is not just a plan, it's a proactive defense system for your assets.
US Coast Guard
Finance & Logistics
As a former Storekeeper, I managed million-dollar accounts and honed my skills in procurement, reconciliation, and fiscal-year budgeting. This experience taught me how to implement structure, accountability, and high-level transparency in any financial system.
Real-World
Financial Resilience
My personal journey, including navigating college debt-free using veteran benefits and successfully funding a "micro-retirement," proves that the budgeting strategies I teach are practical, flexible, and sustainable. It’s proof that budgeting creates freedom, not restriction.
Leveraging Technology for Control
I can help craft low-cost, customized systems, like using tools such as Excel or SmartSuite to simplify and optimize how you track income, expenses, and goals.
My goal isn’t just to help you build a budget, it’s to help you own it.
A good financial system should be: Practical, Flexible, Sustainable, and Secure. Whether you're launching a freelance venture, managing debt, or seeking stability, I bring tools and strategies shaped by real-world investigative and financial experience.
Important Service Disclaimer
Please Note: I am not a Certified Public Accountant (CPA), a Public Accountant (PA), or a licensed Financial Advisor. I offer guidance in budgeting, financial organization, and financial system design. I do not provide legal, auditing, or investment advice.
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As a Certified Fraud Examiner (CFE), I am equipped to support account reviews involving fraud-related concerns.
The Consultation Process
Clarity and Efficiency
1
Define Your Goals
Reflect on what you need: creating your first budget, troubleshooting an existing system, or streamlining business finances. Clear goals maximize our time and your results.
2
Book Your Time & Prepare
Reserve your session and complete the Custom Support Course (Enroll Link Below). I may reach out for any supporting information beforehand to ensure we jump straight into solutions during your initial meeting.
3
Initial Planning Meeting
We'll clarify your goals, then dive into budgeting strategies and hands-on planning. Depending on the scope, we may set up follow-ups to keep you accountable and on track.
Ready to Commit to Custom Support?
Initiate the Planning Process (Free Enrollment Required)
If you are ready to build a custom financial system, the process begins by collecting essential details. Enroll in the free course below to access and complete a Custom Support Form. This form gathers the specific information (goals, preferred dates/times, support needs) I require to assess fit.
After reviewing your form and confirming we are a good match, your initial $100 Professional Service Retainer will be collected to finalize scheduling.