Financial Advice

for the

Financially Anxious

Financial Guide: Rachel Heifetz

Back to Basics

Even the “basics” of finance can be anxiety inducing. What bank do you pick? How much needs to go to savings? How do you fix past mistakes? It’s easy to become overwhelmed and paralyzed by all the options. Let’s talk through the basics together and take baby-steps towards financial confidence.

No Judgement

Everyone makes mistakes! The important part is to let go of the shame and move forward. Whether you took out a high-interest loan, overspent on credit cards, or fell victim to a scam, this is a completely judgment-free space. We’ll acknowledge the past, learn from it, and focus on the best next step for you.

Customized Plan

There’s no one-size-fits-all formula here. I take the time to truly understand you and your goals, so we can create a clear plan that brings your money into alignment with your values and dreams