Values
Based
Finances
Values Based Finances
Where Your Money and Your Values Align
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Get inspiring weekly micro lessons on how to improve your finances and reduce stress about money. Comes with free expense templates in PDF or Excel formats.
Helping you navigate your finances in a way that works best for you.
One-On-One Consulting
Let's work together! I provide guidance and accountability for individuals as well as small businesses and nonprofits. Together, we cover all of the business administration tasks that most visionary business owners dread doing alone. I simplify the
process and make it as painless as possible. One-on-one sessions are
available if you'd like a customized, in-depth assessment of your
financial systems, budgeting, or financial goals for your
business. For information on scheduling
and pricing, please use the
contact form below:
My Story
I've tracked money for as long as I can remember. After I got my first job at 16, I kept a handwritten version of a spreadsheet in an old-school spiral bound notebook. I tracked every cent I earned and spent. Right down to the penny.
Soon I was handling financial matters at work, then for my own business. Later in life, I worked in a financial advisory firm and was licensed to work with individuals on long-term financial planning and investments.
In 2004, I went through a series of life-changing events that transformed my relationship with money. My mission is to share that process with anyone who is ready to get control of their financial life, both personal and business.
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Values Based Finances LLC makes money management as painless as possible for small businesses and teaches individuals the basics of financial literacy and debt reduction through a Values Based method.
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For info on One-On-One consultations, you can learn more and find a submission form here.
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For all other inquiries, please send me a message here, I'd love to hear from you!