FINANCIAL COACHING SERVICES
I help people turn their financial stress into financial strength.
FINANCIAL COACHING SERVICES
I help people turn their financial stress into financial strength.
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A Little BIT ABOUT ME
DO YOU EVER wonder....
DO YOU EVER wonder....
I am a Certified Public Accountant and a financial coach.
I do not: provide tax advice, prepare tax returns, sell insurance or provide investment advice, What I will do is help you live your best financial life!
DO YOU EVER wonder....
DO YOU EVER wonder....
DO YOU EVER wonder....
- How can I get out of debt and start saving money?
- Why does money management seem so confusing and hard?
- Will I ever be able to afford to do the things I want?
- Am I too old to turn my financial life around?
- Will I ever be able to retire?
- Do I need a financial coach?
TAKE THE FIRST STEP
Let's Work on Solutions Together
Let's Work on Solutions Together
You will benefit from my financial coaching if you have a strong desire to make significant changes in your financial life. Some of the benefits include:
- Less financial stress, worry and anxiety
- Reduced debt
- Mindful spending versus guilt over spending
- Increased confidence in making financial decisions
- Sense of control over your money versus wondering where it went
- Saving for emergencies and irregular expenses
- Guilt-free vacation; you set the money aside BEFORE the trip
- Renewed sense of hope for your financial future.
Let's Work on Solutions Together
Let's Work on Solutions Together
Let's Work on Solutions Together
You will receive confidential, professional, financial coaching services as you choose to:
- Set financial goals that align with your values
- Create YOUR spending plan (sounds so much better than a budget!)
- Reduce/eliminate debt
- Grow your emergency fund
- Automate your finances
- Explore ways to reduce expenses
- Assess options to increase income.
We create your spending plan in the initial session. Follow-up coaching packages are available if you want ongoing accountability and support.
Free DIscovery Call
Start with a free 15-minute telephone conversation to discover if we are a good fit for my financial coaching. Prior to the discovery call, you will be sent a brief questionnaire to complete. All communications are confidential.