1-on-1 Coaching

As with any area of your life where you want to see significant improvement, you can use a coach to get you there quickly and with less trial and error than if you braved the journey alone. As your financial coach, I’ll help you see your money through a different lens and help you align your money with your values so that you can reach your goals quicker than you ever thought possible.

Money management can be a tough skill to master. Most of us weren’t taught how to properly handle our personal finances in school or even by our parents. The Federal Reserve Bank conducted a survey in 2023 and found that only 63% of people could afford to fund a $400 emergency in cash/debit. That means that 37% couldn’t even afford that. Even for people who were taught about money, with the rapid rate of inflation touching every aspect of our budgets to include rising energy costs, groceries, gas, housing etc., it can be hard to make ends meet.

The good news is that what’s true today, does not have to be true tomorrow. Your current situation does not define you. You may not be able to control certain things in life like inflation, but you do have the ability to control so many other things, so let’s control the controllables! You have the ability to make wise choices today that can dramatically improve your situation and your future.

I’m excited to partner with you to reach your financial goals! Here’s some of the things I can help you with. I can show you how to:

• Stop the Paycheck-to-Paycheck Cycle 
• Establish an Emergency Fund and Other Savings
• Pay Off Debt and Get it Out of Your Life for Good
• Understand the Basics of and Importance of Retirement Investing (I do not sell investments)
• Save for a Home Purchase
• Save for Kids Education
• Prioritize Generosity
• Protect Yourself and Your Money
• Do the Above Things in the Best Order

As your financial coach, I pledge to steer you on the path towards financial prosperity. My service revolves around three key objectives every time we meet:

1. Understand your unique individual situation
2. Educate you with invaluable insights and tools to aid you in making sound financial decisions for yourself
3. Inspire you and remind you that your financial goals are valid, achievable and within your reach

Together, we will build an effective plan tailored to your individual needs and aspirations that will ultimately lead you to achieving your financial goals. More than just a guide, I will serve as your accountability partner, persistently pushing you to stride towards your goals. The journey will be challenging, but you will see that it is well worth the effort when your money, life and legacy are transformed before your eyes.