Who we are

Hi, we have over 20 years of teaching economics and personal finance at the college level. I have a passion for giving unsolicited advice, so this is an opportunity to go pro! :-) Our hope is to help you talk through the planning aspect of your vacation and provide some clarity. All for free… other than about an hour of your life!

There’s a bit of psychology, economics, and personal financial planning in these steps, so please be prepared to talk about way more than just the numbers!

If this sounds like it would be helpful for you, please fill out the brief online form and we will be in touch with a time and link to meet. We look forward to working with you!

Our Quick Learning Videos Section

Some “How-To” and “FYI” short videos about a few subjects including some fundamentals of finance and economics. We are updating frequently so check back often.

All about the Disney Inspire Visa Card and if it is right for you.