
HonorPoint Financial helps people who earn good money but still feel behind. Whether you’re overwhelmed by cash flow, rebuilding after setbacks, preparing for a mortgage, or trying to get intentional with your money, we give you the structure, education, and support to move forward with confidence.
We specialize in tax-aware financial planning, cash-flow design, debt elimination, and helping high-earning professionals become truly investment-ready.
You bring the real numbers; we bring the structure and support. No lectures, no shame.
We explain why something matters, then work with you to create a simple, prioritized action plan.
Military, federal, dual-income household, single parent, self-employed—your plan is built around your actual life, not a generic template.
Accredited Financial Counselor® | Wealth Management Certified Professional® | IRS-Registered Tax Preparer | Army Veteran
I started HonorPoint Financial after more than a decade of helping individuals and families work through real-world money problems—debt, credit issues, job changes, medical setbacks, and everything in between.
My background includes:
U.S. Army veteran with a values-driven, mission-first mindset
Accredited Financial Counselor® (AFC®) helping clients build better money habits and systems
Wealth Management Certified Professional® (WMCP®) with training in goals-based planning and investment strategy
IRS-registered tax preparer (active PTIN) with hands-on experience guiding clients through current-year tax returns and planning conversations
I combine financial counseling, tax awareness, and wealth-management training so you’re not getting advice in a vacuum. Your budget, your debt payoff plan, your tax situation, and your long-term goals all have to work together.
My style is straightforward and collaborative:
I’ll tell you the truth, I won’t judge where you’re starting from, and I’ll help you build a plan you can actually follow.
Right now, HonorPoint focuses on financial coaching and planning, with future expansion into investment management as the firm grows and regulatory registration progresses.

HonorPoint Financial focuses on the foundations that make everything else possible:
Cash-Flow & Conscious Spending
Replace vague “budgeting” guilt with a clear, values-based spending plan that matches what actually matters to you.
Debt Strategy & Credit Rehab
Organize debts, choose a payoff path, and understand how your decisions affect your credit and future borrowing.
Mortgage Readiness
From cleaning up credit and managing balances to understanding DTI and documentation, we help you become a stronger mortgage applicant.
Tax-Aware Money Decisions
As a licensed tax preparer, I help clients understand how everyday choices — withholding, retirement contributions, health savings, debt strategy, timing of expenses — affect their tax picture.
(This is planning and education — not a substitute for complex tax services.)
Goal-Based Planning & Behavior Change
Turning “I should…” into clear next steps, timelines, and accountability.
Sessions are available virtually, with flexible evening and weekend options to fit around your work and family schedule.
Honor reflects the values behind every recommendation: integrity, service, and doing what’s right even when no one is watching.
Point represents direction—helping you move from uncertainty to a clear path forward.
Together, HonorPoint stands for this promise:
You’ll always know why we’re recommending something, how it fits your goals, and what to do next.
If you’re earning good money but feel like your finances don’t reflect it yet, HonorPoint can help you close that gap.
Let’s look at where you are today, where you want to go, and what needs to change in between.