Whether you found me because you’re sick of living paycheck to paycheck and want to take control of your finances or you’re already good at managing your money but need guidance building wealth and planning for your future, I can help.
Personal finance is 80% behavior and 20% knowledge - I will work with you to develop a plan for you and your family in alignment with your personal goals.
If you are ready to get started on a path that will help you achieve your financial goals, you are in the right place.
Financial coaching is understanding your current situation and developing a personalized plan to help you achieve your financial goals.
As a financial coach I focus on equipping you with the tools to achieve your goals, primarily through helping you develop the right behaviors and providing you with the information to set you up for success.
In general, a financial advisor helps you manage investments.
Since investing is something we may discuss during your financial coaching sessions, I can help you connect with a financial advisor.
Financial coaching is for you if you want to:
- learn to budget
- eliminate debt
- avoid or solve issues related to money within a relationship
- achieve financial independence
- build wealth and a financial legacy
Whether you are $5,000 in debt, $500,000 in debt, or debt free financial coaching can help change your life.
The first step is to set up a consultation. Once you hit the ’book now’ button at the bottom of this page you will pick a time that works for you. The consultation is free and will typically last 30-45 mins. During the consultation we will get to know one another and I’ll ask you to give me some details on your situation and goals.
After the consultation I will send you some initial paperwork to better understand your financial situation. Once you complete the paperwork we will schedule your first coaching session and I will send you an invoice.
Sessions typically last one hour.
Because financial coaching is focused on behavior modification and education, I ask for a minimum 3 month commitment. Depending on your goals, financial coaching can extend 6 months and beyond.
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