What I Teach

Have you ever wondered where to begin once you’ve decided to stop the paycheck → paycheck cycle? We’ll work together on the list below, and we’ll start by getting your expenses organized!

Get expenses organized
Create a budget that WORKS
Find new income motivation
Get caught up & get ahead with bills you may be behind on
Talk about life insurance & wills for your situation (I don’t sell these)
Save a small lump sum of money for small emergencies

Save a month’s worth of income
Pay off debt
Save a large lump sum of money for bigger emergencies
Contribute to retirement
Talk about children’s college
Pay off mortgage or save for a down payment
Invest, donate, or start a small business!

ORGANIZED, PROFESSIONAL, AND HONEST

Melinda is organized, professional and honest. She has hands-on tools and strategies that help with the day-to-day financial planning and decision that need to be made to make good financial decisions. Melinda is extremely knowledgeable and is a good communicator, making her an excellent teacher. Highly recommend!