Personal financial coaching that focuses less on where to put your money and more on how to manage it, with focused care that guides you at each stop along the way.
At its core, MICRO Financial Wellness helps you build economic stability. By implementing small, obtainable, compounding actions, you can successfully gain traction towards your goals.
"I don't take your money. I help you take control of it."- Learn how money can work for you
- Build better financial habits
- Learn the importance of risk management
We talk through where you are and where you want to be. No cost, no pressure, no pitch.
Together we map out a simple and realistic plan you'll actually follow.
Turn by turn financial guidance will keep you moving forward.
Review progess, solidify habits, and ensure long-term sustatinability. Course correct as life changes can happen.
Every plan starts with a free consultation. Pick the level of support that fits.
Budgeting basics, risk management, create a clear plan, and Quarterly check-ins.
Book a free consultation
Everything in Fundamentals, plus credit report review, account management, and business bookkeeping review. Quarterly check-ins increased to monthly.
Book a free consultation
Everything in Enhanced, plus access to educational materials, tools, resources, with the addition of family member support. Monthly check-ins increased to weekly.
Book a free consultation
I've spent more than 20 years in financial services. I started MICRO Financial Wellness for one reason; to deliver financial literacy to the community. Most people don't need someone to take over their money, they need someone to show them how to take control of it themselves. I keep it personal, detailed, and judgment-free.
Think of me as your financial GPS. I'll help guide you on the best route to your goals. I work with businesses, individuals, and families to provide focused guidance and build long-lasting relationships rooted in trust along the way.
Additionally, I spend my time with my family. My wife Shannon and I have been married for over 15 years. Our daughter Mia and son Max are the guiding light in my life.
Book a free consultation and let's see if MICRO FW is a fit for your needs. No cost, no pressure.
Book a free consultation