If you are experiencing any of these:

• Financial stress
• Tired of living paycheck to paycheck
• Frustrated with budgets that don't work
• Worried about debt
• Unsure if you'll be ready for retirement
• Unable to save or build wealth

Then it is time to face the future with HOPE.  Together we will build a winning plan for your success. Take back control of your money and confidently achieve your goals.

As a CPA, I help people from all walks of life in their finances. As a university instructor, I discovered a love of teaching and empowering individuals for success. Financial coaching is the perfect union of the two.

It is a joy to work with people and see them achieve the financial freedom they crave and deserve!

The joy of financial freedom is for everyone.  I want you to have it!

Together, we’ll develop a plan just for you. A plan centered on your life and your goals. A plan of action and the tools to help you succeed with confidence.

A Coach & Guide

Rita creates a great connection with people and builds relationships that give hope.  She provides endless encouragement as she uses her knowledge and experience to help others, whatever their financial situation. —Todd C.

A Unique Outlook

Rita helps me to see things from a different perspective and offers solutions I wouldn't have thought of. She removes barriers, making it possible for me to meet my financial goals. —Julie S.