Individual Financial Counseling
Do you make a decent income but not sure if you are making the right financial decisions?
Are you unsure if you're contributing enough to your retirement plan? Or don't know what your retirement plan is invested in?
Have you been thinking about ways to grow your money but are confused about where to start?
Then look no further.
What is a financial counselor?
Financial counselors help individuals and families develop financial literacy and good financial habits. They help people build good financial skill and assist with financial help.
Unlike many financial advisors, financial counselors are not brokers, money managers, insurance agents, or banks. Financial counselors will give you the education needed to feel confident about making financial decisions.
Meet Your
Financial Counselor
Hi! I'm Anamarie and I am thrilled that you are here!
I am a professional flutist, educator, arts administrator, and an Accredited Financial Counselor candidate.
In 2019 I entered the professional field of classical music and quickly realized I had zero financial skills in order to live sustainably as a professional flutist.
I was overcome with panic, anxiety, and dread as I wondered how I would ever afford a wedding, having children, or retiring. Thats when I not only decided to make a change in my personal finances, but decided to take the steps to become a financial counselor.
My goal is to help classical musicians develop financial literacy and gain the confidence to lead financially prosperous lives.
The Details
How it Works:
The first step is to book a free 30 minute interest call. During this call we will discuss what you are looking for, what financial struggles you may have, and how my services can help you. From there we will decide on what package is best suited for you or if you are a better fit for a different program.
Packages:
I offer various packages ranging from a single session to up to 12 sessions and everything in between. Sessions tend to be monthly, but can be divided up to best fit your needs.
Sessions:
All sessions are 1:1 and take place over zoom. The first session will be 2 hours longs with following sessions being 1 hour long.
The Details
How it Works:
The first step is to book a free 30 minute interest call. During this call we will discuss what you are looking for, what financial struggles you may have, and how my services can help you. From there we will decide on what package is best suited for you or if you are a better fit for a different program.
Packages:
I offer various packages ranging from a single session to up to 12 sessions and everything in between. Sessions tend to be monthly, but can be divided up to best fit your needs.
Sessions:
All sessions are 1:1 and take place over zoom. The first on-boarding session will be 2 hours longs with following sessions being 1 hour long.
Cost:
I work on a fee-only basis meaning you pay a flat fee for each packages.
Topics that can be covered in our sessions
Conquering your money mindset that may be holding you back
Money system set up (budgeting) and implementation to start paying off debt, growing your savings, and building your wealth
Spending habits and expense tracking
Large purchase (car, new instrument, house) breakdown
Ways to grow your money and build wealth
Self employment finance set up
Retirement planning
