Current Clients


Client Webportals:

To get to your shared documents:

To join a meeting: click on join meeting and enter meeting code provided


Meeting tips:

How to join a meeting:

Use web browser GOOGLE CHROME or download the app: click on download

Make sure to download the app prior to our meeting to insure less possibility of a technical difficulty.

We do NOT recommend connecting in a Starbucks or where it is noisy and a potentially has unstable internet connection. Connecting to our meetings at work or at home are ideal. A stable and good internet connection are required for us to have a successful meeting.


In the Media

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5 Myths About Credit Scores for Newlyweds

My Newlywed clients often ask me about how their credit score changes when they get married. I am sharing some of the typical myths I hear and discussing how your credit score is really affected by getting married or divorced. Myth 1: We have a joint credit score as a couple. Credit scores are calculated and given on an individual basis. When you get married, your credit scores do not get merged into one joint score. You will each remain... Read More

Allowances for Children

Age 5 is a common age when parents start thinking about issuing an allowance to children.   The goal with an allowance is to teach children about personal finance and delayed gratification.  Children who practice delayed gratification tend to be more successful in life.  Thankfully, this is a skill that can be acquired with practice.   You may choose to tie the allowance to chores, or not.  There are two schools of thought on the topic, which you can read about here.  Personally, I... Read More