Money Matters with Robert

Robert offers practical, service‑oriented financial management for both organizations and individuals, built on more than 30 years of experience in non‑profit and personal finance.

For Non‑Profits & Organizations: He provides strategic financial oversight, including budgeting, resource allocation, and long‑term planning. Robert helps organizations strengthen fiscal health, improve accountability, and ensure that funds are used effectively to support their mission. His approach blends financial discipline with compassion for the communities these organizations serve.
For Individuals & Families: Robert delivers personalized financial coaching to help people gain control of their money. He guides clients through debt reduction, savings strategies, and planning for future goals, offering clear, actionable steps that build confidence and stability.
By combining financial stewardship with real‑world insight, Robert empowers both organizations and individuals to make sound financial decisions, achieve sustainability, and move forward with clarity and peace of mind.

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Here's what our clients say about us:

“I always had anxiety around finances because I didn’t grow up with much money. Robert was patient and showed me I don’t have to be afraid when talking about them.”

“Robert helped our church organize its finances—building budgets, payroll, and systems that gave us long-term stability.”

“With Robert’s guidance, our non-profit cut expenses and saved $40,000, allowing us to reinvest in our mission.”

“Robert created clear systems to report and track finances, keeping our team informed and confident about cash flow.”

Money Matters with Robert

Here's what our clients say about us:

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