Growing your financial future
Plan for tomorrow today!
WHAT WE DO
Money Problems
Are you tired of living paycheck to paycheck?
Are you exhausted with family fights over finances?
Are you a single parent, trying to provide for your family?
Do you feel anxious over the current economic situation?
Do you feel stuck and unable to get traction with your finances?
Do you feel like you are making good money but don't have a plan?
Is it too late to get control of your money and retire with dignity?
Planning Strategies
Looking for a guide through the jungle of money issues?
Then you have come to the right place. Ask me about:
- Uncovering your dream for your financial future
- Creating a strategic plan to achieve your dream
- Steps for paying off debt
- How to be ready for a financial emergency
- Saving for college
- Preparing for retirement
As an independent financial coaching firm, I will walk with you on creating a plan to achieve your dream and gain control over your financial future and building a legacy for your family.
Comprehensive Approach
Making a plan for your money is one thing. Staying on plan is another. That's where I come in. We will discuss your dreams and goals. Discover why these goals are important to you. Then prepare strategic plan to achieve your goals. It is your dream that is the ultimate driver to creating your customized plan to reach your financial independence.
Committed to Service
Financial independence isn't just for those people who have made it to the top of their career path. Financial independence is for those just starting out in their career making a good salary and wondering how to achieve their financial dreams. It's for those who do not want to make the same mistakes their parents made. It's for those who are single and concerned their time is running out to save for retirement. It's for those who have hit a few speed bumps and are trying to recoup from a divorce. No matter what stage of life you are currently in, I am here to help walk with you through your gaining control over your money. I am here to cheer you on, keep you accountable and guide you on your journey to financial freedom.
Free Resources
Money Saving Informational Sources
Podcasts
Jocko Podcast #226 - The Code
FAQ
Does working with a financial coach really help?
Yes, as your financial coach, we discover your dreams, goals and why those are important to you. Then we will prepare a strategic plan personalize for you to reach your goals. As your coach, I will walk with you and help hold you accountable to your plan.
Am I too old or too late in life to begin on my journey to financial freedom?
NO! It is never too late to begin your journey to financial freedom or to change the trajectory of your life. No matter what stage of life you currently find yourself or how much debt you have, it is never too late to begin your walk on the road to financial freedom!
What is the first step in the process of financial coaching?
The first step involves a consultation via Zoom, to see if financial coaching will help get you to where you want to go. We will discuss your goals, your dreams, obstacles that may be hindering you, and also see how I may best serve you in reaching your goals.
If I am married, does my spouse need to be involved in the coaching process?
No, however, it is best when a married couple are on the same page as to their financial goals. If you are not married, we would work one on one in the coaching session.
Is a financial coach the same as a financial advisor?
No. A financial coach helps you discover your goals and helps you take steps to reach your goals. A financial advisor helps more with investing advice. A financial coach and a financial advisor may work together in helping your achieve your goal.