Chrissy Calendly

Stop Procrastinating.

Start Financial Planning.

Schedule a Free 30-min. consultation with me to learn how I can help you get your finances in order.

Book a Call

Proven Strategies that Fit Your Financial Vision.

Build a custom budget that works for you

I will craft an easy-to-follow budget that fits your lifestyle while still allowing you to save a little moo-lah along the way.

Set Healthy spending and saving habits

We'll dive in to your day-to-day expenses to see where you can start pinching pennies, and where you can afford to splurge.

Plan for a major life goal

Want to save for a cabin by the lake? Or a child's college fund? I'll help you put a plan together that lets you save incrementally.

Prepare your emergency fund

You never know when chaos will strike. We'll hope for the best, but make sure you're prepared for the worst.

An Expert Planner You Can Trust with Your Future

Hey there! I'm Chrissy.

With 10 years of financial advisory experience, I'm confident I can help you with any and all of your finance questions, plans, and dreams.

When I'm not helping folks like you get their funds in order, I'm spending time at the lake with my pup, Earnie.

I'd love to learn about your life & financial goals—let's chat!  

Getting started has never been so simple:

01

Book a no-pressure call so we can chat about your financial planning needs and see if we're a good fit for each other.

02

If the shoe fits, we'll set up 3 planning sessions to craft a customized budget and implementation plan.

03

Implement your budget and start saving! I guarantee a return on your investment within the first 3 months.

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Within the first month of implementing the plan Chrissy customized for me, my financial situation began to change immediately—for the better! I can't explain the new feeling of security and well-being.

John Travedler | CEO Awesomeness Inc.

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Ready for a change?