Let's Talk Money
Connect with our budgeting specialists who understand that every financial journey is different. We're here to guide you through the fundamentals without the overwhelming jargon.
Meet Our Team
Budgeting Fundamentals
Sophia Kellerman
Specializes in first-time budgeters and expense tracking systems. She's helped over 200 people set up their initial budgets since joining us in 2023.
Russell Whitmore
Focuses on debt management strategies and emergency fund planning. His background in behavioral economics helps people understand their spending patterns.
Financial Planning Support
Miranda Hayes
Handles questions about savings goals and long-term financial planning. She previously worked with community financial counseling services for eight years.
Tobias Park
Our workshop coordinator who manages group sessions and educational programs. He's passionate about making financial literacy accessible to everyone.
Start a Conversation
Tell us what you're curious about, and we'll connect you with the right person on our team. Whether you're just starting out or looking to refine your approach, we're here to help.