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”

Confidentially transition from student to career & adulthood with key financial skills 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 with 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 set goals and 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, want to eliminate stress & break spending patterns”

Learn how to eliminate debt and tackle your spending patterns once and for all. Your opportunity to have a debt free life starts today!

“We need financial tools and guidance in our relationship”

Confidentially transition from engagement to marriage & parenthood with key financial tools. Learn how to talk through finances, merge budgets, and communicate openly before and after marriage. This course will transform your relationship with money as a couple. Bonuses includes a wedding planner and financial steps to take when having children.

“I want to grow my investment knowledge and need guidance on investing smart from the start”

Learn how to transition from beginner to experienced investor while gaining confidence and building wealth. Learn investing techniques, such as risk tolerance, tax benefits, passive income, and investment analysis. Start feeling confident in your investment journey!

“I want to invest in my first home”

Learn the steps to take before purchasing your first home and the responsibilities after homeownership. Build equity and value through homeownership today!

“I need help preparing for retirement”

Learn the steps to take before & after retirement including investment strategies, tax benefits, and estate planning. Start preparing for a secure retirement today!

“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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