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Personal Finance Coach 

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Breaking The Back Off Lack is a practical interactive handbook that provides the opportunity to explore strategies to live comfortably with the means you possess, create a platform for positive cash flow and develop financial maintenance skills.


What’s in this book?

I talk about MONEY..

The HOW, The WHAT & The WHY

You’ve been told to live within your means….that’s incorrect!

This book will tell you WHY!

The 80/20 rule or 50/30/20 Rule…..yeah that’s wrong too!


Need help saving money?

There are 5 savings charts listed in Chapter 11 entitled Pay Yourself Before You Pay Anyone Else!

 These savings plans have enabled me to travel the world!


About Me

For the past 34 years, I have serviced the personal finance and tax preparation industry with passion and excellence.

I’ve helped my clients break through the obstacles that seem to be holding them back in life. Life's too short to be unhappy, unsure, or unfulfilled. Let me help you learn and develop better ways to handle the issues that are standing in the way of your goals.

Get in touch today to see what I can do for you.

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Entrepreneur Symposium

Dallas, TX

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Our "WHY"

I see way too many people financially struggling. It’s an unnecessary struggle because you have the means. However, you lack the financial tools to be secure.

I want you to live without the month-to-month struggle of trying and surviving. I have dedicated 34 years to being the difference to educate, empower, and instill habits in you to take control of your financial future!

Are your finances in need of a FIX?


  • 38 million Americans lived below the federal poverty threshold 

  • 51 million American households that are unable to meet their basic monthly life necessities

  • Of the 51 million, 16 million homes live in poverty and the other 35 million households are employed

Need help to achieve your goals in life? I use an array of communication skills to provide coaching services that give you the tools for success. In addition to 1-on-1 consultations and group sessions, I regularly host workshops and seminars for people who are interested in developing their own coaching techniques.



This is for single individuals.  We will be taking an  in-depth look into the flow of monthly income, devise a plan and implement money maintenance strategies. 

My specialization will help guide and inspire you to achieve more of your personal finance goals. Get in touch today and start taking control of your life with my coaching tools and techniques.



In addition to couples, sometimes there are roommates, siblings, relatives, or a family with several sources of income. 

The goal is to look at income of the entire household to best devise a plan and implement money maintenance strategies.  

With my coaching sessions, you’ll learn techniques that will ease your financial burden and how to make favorable financial decisions for the entire household.



This is for the new or existing small business owner who needs assistance organizing their finances and receiving  money management skills. 

This is for struggling non-profit and for-profit organizations that need organizing their finances and receiving  money management skills.

My job is to give you the tools and techniques to thrive financially in your business. After several sessions, you will become well-versed at handling financial issues whenever and wherever they arise. Call now to schedule a session.