today

Hi! I'm Alise, an Accredited Financial Counselor (AFC®) and Professional Financial Coach dedicated to guiding you towards holistic financial wellness. After a 25-year career as an accountant in corporate America, I've channeled my passion for personal finance into a mission: empowering individuals and families to achieve their dreams through mindful money management.

 

My path to financial freedom wasn't without its hurdles. Like many, I've navigated the complexities of debt, spending choices, and the anxieties that come with financial uncertainty. These experiences fueled my commitment to finding solutions and ultimately transforming my family's financial outlook.

 

I recognize that true financial wellness extends far beyond just budgeting. It's about aligning your money with your values, setting meaningful goals, and creating a roadmap for a secure future. I understand the stress that financial concerns can place on relationships, mental health, and overall well-being, and I'm here to help you create a more balanced and fulfilling life.

 

As your financial coach, I'll leverage my professional background and personal insights to help you:

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• Define your short-term and long-term financial goals

• Develop strategies to achieve those goals, whether it's buying a home, saving for retirement, or funding your children's education

• Cultivate a healthy and empowering relationship with money

• Gain clarity and confidence in your financial decision-making

• Create a comprehensive roadmap that encompasses all aspects of your financial life, from debt management to investing

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My approach is rooted in empathy, understanding, and a commitment to your unique journey. I'm dedicated to providing you with the knowledge, tools, and support you need to take control of your finances, achieve your aspirations, and experience true financial peace of mind.

 

Let's collaborate to transform your financial challenges into opportunities for growth, security, and the realization of your dreams. Your journey to holistic financial wellness begins now!