Welcome to Personal Financial Freedom!

I’m Kelly, a financial expert, coaching you toward financial freedom one step at a time!

There are different financial stages in your life and learning each stage can be difficult by yourself. Let me help!

What financial stage of life are you in currently? Choose where to start below.

“I’m a student who wants to learn about financial literacy and career choices”

Start your financial journey by learning the ins and outs of personal finance (that wasn’t taught in school). Along with exploring different career paths and preparing for the financial world ahead. Specifically for young adults, parents who homeschool their teen children, high school and college students.

“I want to achieve BIG financial goals”

Learn financial tools, create a comprehensive plan, and achieve BIG financial goals. This workbook will empower you to strategically plan for the life you envision. It is specifically designed to prepare you for our courses on essential topics such as debt elimination, wedding planning, home buying, funding your children’s education, building wealth, and retirement planning.

“I’m in debt and need help breaking spending patterns”

Learn how to eliminate debt and tackle your spending patterns once and for all.

“We need financial tools and guidance in our relationship”

Learn how to talk through finances, merge budgets, and communicate openly before and after marriage. This course includes a bonus course on purchasing “Your First Home” together along with financial steps to take when having children.

“I’m a beginner investor and need guidance to invest smart from the start”

Learn how to build wealth in investments based on risk tolerance, tax benefits, passive income or long term goals.

“I want to buy my first home”

Learn the steps to take before purchasing your first home and the responsibilities after homeownership.

“I need help preparing for retirement”

Learn the steps to take before & after retirement including investment strategies, tax benefits, and estate planning

“I want one-on-one personalized financial advice (for individuals & couples)

financial business advice

(for small businesses)”

Schedule a 15-minute consultation to determine if we are a good fit for your financial needs.

Learn financial education for FREE!
Choose your financial goal:

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