Financial Organization Specialist
Helping everyday families get organized, build budgets, and understand their credit — no shame, no jargon.
500+
Families helped
$300K+
Client savings found
5 yrs
In practice
4.9★
Client rating
Financial Organization Specialist · 2 days ago
One account for bills. One for spending. One for savings. That's it. When your money has a job before it lands, you stop wondering where it went. This simple split has helped dozens of my clients finally feel in control of their cash flow.
Financial Organization Specialist · 5 days ago
Stop treating your credit score like a report card. It's a lever. Pull the right ones — payment history, utilization, age of accounts — and the number moves. Here's what actually matters and what's just noise.
Financial Organization Specialist · 1 week ago
I audited a client's bank statements last week. Found 11 subscriptions they'd forgotten about — $214/month going out the door silently. Set a calendar reminder right now: once a quarter, review every recurring charge. It takes 20 minutes and almost always finds money.
Financial Organization Specialist · 2 weeks ago
Started with a budget that felt impossible. Built a system. Stayed consistent. 14 months later — debt free. This is why I do this work. You don't need a six-figure income to win with money. You need a plan and someone in your corner.
Financial Organization Specialist · 3 weeks ago
Seriously. Call them right now and say: 'I'm considering canceling — what retention offers do you have?' Most people get $20–$40/month knocked off their bill in under 10 minutes. I've seen clients save $480/year from a single phone call. The worst they can say is no.
Financial Organization Specialist · 1 month ago
Most budgets fail because they're built on what you think you should spend, not what you actually spend. The fix? Track for 30 days first. No judgment, no changes — just data. Then build a budget from reality. It's the difference between a plan that works and one that makes you feel guilty.
I started Money Rooted because I lived the chaos of disorganized finances — missed bills, mystery subscriptions, a credit score I didn't understand. I figured it out, built a system, and now I help families do the same. No judgment. No complicated jargon. Just real, practical help that actually works.
Full storyCredit 101: Understanding Your Score
A 90-minute live workshop breaking down exactly how credit scores work, how to read your reports, and how to start building from wherever you are.
Learn moreThe Bill Organization Starter Kit
A step-by-step guide to sorting every bill, setting up a payment calendar, and never missing a due date again. Completely free.
Get the guide1-on-1 Budget Building Session
We sit down with your real numbers and build a budget that actually fits your life — not a template, not a guess. Your income, your bills, your goals.
Book a sessionFollowing along is a great start. When you're ready for real, personalized help — I'm here.