• Stage 1: Get Organized

For the first 3 months of our work together we will do whatever it takes to get your financial house in order. Although this includes things like figuring out accounts and establishing a budget, it also means digging into your money history to understand how you think and talk about money.

• Stage 2: Fix the Habits

For the next 3 months, we will dive into decisions. We will determine what you want to spend money on and WHY. We will develop strategies for you to employ with all your financial decision-making. We will use tech and tools as we work to replace previous money habits with new ones.

• Stage 3: Accept Accountability

The remainder of our time working together is up to you. In this third stage, we will hold you to your financial plan through weekly accountability check-ins. We will have monthly meetings where we can address new issues, discuss upcoming financial decisions, and collaborate on financial communication within your family. 

Ashley McWhorter Keamo is a Doctoral Candidate within the Personal Financial Planning Department at Texas Tech University. She has completed research on topics such as financial infidelity and financial well-being, and she actively uses research-based methods in her work with clients. Ashley grew up in Maine, but has since lived in various states and currently resides in Arizona with her husband, Mykel.

Ashley's interest in personal financial came while having to figure out money for herself after college. She wants to help other individuals and families in their money management so they won't have to struggle the way she did. But that help begins with a change in perspective. Ashley believes that helping clients change their money mindset and behavior is the key to unlocking improved financial well-being.