deep roots
FINANCIAL LIFE PLANNING

As an AFC®, I can help you:

• Learn how to create a budget and an emergency fund  

• Understand your spending habits 

• Address money challenges, like overcoming debt  

• Create a plan for growing savings and achieving goals 

• Understand the emotional components of dealing with money 

• Build a sustainable foundation for long-term financial

       wellbeing 

 

**Accredited Financial Counselors® are not salespeople. We don’t sell insurance or securities products such as mutual funds or stocks and generally don’t offer investment advice or recommendations.  

​

     Angela has worked in the personal finance industry since 2005. She became a financial coach in 2019 and then an Accredited Financial Counselor® in 2021, which provided the opportunity to work as a Personal Financial Counselor serving our military community.  She is currently working independently while pursuing her Master's degree in Personal Financial Planning and the Certified Financial Planner designation. Helping people overcome financial challenges and establish a firm foundation is what drives her career and continued education. Financial goals are important and necessary, but understanding the how and why behind those goals is crucial. Angela provides customized support for individuals and couples based on their current situation, future goals, values, and beliefs around money.

​

Deep Roots Financial Life Planning does not manage investments, file taxes, or help allocate funds to various retirement accounts. Our goal is to help determine how much you can save for retirement after evaluating your available cash flow and surplus. Angela can help you find a financial advisor who can set up retirement accounts and provide investment advice.    ​​