Welcome to 1:1 Coaching




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Put Me in Your Hip Pocket


Welcome! I have been on the faculty at SMU in Dallas since 1992, and I write Personal Finance Economics on Substack. You are at the right spot for a 1:1 learning experience.

Most students I coach make consequential personal finance choices. Others want to structure a baseline financial plan that guides their spending and savings for the next year.

We will work together to customize personal finance to fit your needs.

I am delighted you are here!







Frequently Asked Questions


How do I schedule my appointment?

Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment.