Financial Counseling & Services

Do you feel overwhelmed at the idea of developing a budget? Do you struggle to stay within your household budget? Are you concerned about how much to save for retirement? Do you feel anxious or depressed when thinking about your current financial situation or financial future? Do you hide purchases from loved ones? Do you avoid checking bank accounts? Are you struggling with the concept of a prenuptial agreement? How to bring this up with a future spouse? How to ensure handling it with love and compassion? Do you feel lost when your friends, family members, or partner talk about financial concepts and products?

If you answered “yes” to any of these questions, click below to schedule a consultation and begin your financial empowerment journey.

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Financial Therapy

Financial therapy is a process informed by therapeutic and financial competencies to help individuals think, feel, and behave differently with money to improve overall well-being through evidence based practices and interventions.

Financing Through Lifes Transitions

Whether you are new to independent financial management, happily chugging along in your daily routine, or ready to retire, understanding your financial picture is vital to emotional security & financial well-being. Valerie will review 3 months of your expenses. Over 2 90-minute sessions she will review your numbers and provide recommendations based on your preferred financial goal.

Additional Services

Every dollar coming into your home has a job to do. YOU get to be the one to tell it what to do! However, managing your income and expenses in the 21st century is more complex than ever before. As our society has transitioned away from cash into virtual payment systems (debit card, credit card, VenMo, Cash App, Zelle, PayPal, automatic payments, etc), it is increasingly difficult to track expenses and stay with your budget.
Whether you are fresh out of school, happily chugging along in your daily routine, or feeling stuck about your next life event, saving for future large purchases are a given. But where do you start? How much do you need to save? How long will it take you to reach your goal?
Have you gotten behind on your debt management? Feel lost with the nuances of credit card services?
Are you saving enough for retirement? Can I actually spend the money I’ve been saving my whole career?
What is it? Do I need one?