Seeking Financial Control, Confidence, and Peace of Mind?
Are you tired of feeling overwhelmed by your finances?
Do you worry about debt, credit, or saving for the future?
Take control and experience the freedom that comes with financial coaching. My approach is personal & personalized, keeping it realistic & relevant to your unique situation.
My mission is simple: To free you from the mental stress & burden associated with money management, empowering you to navigate your financial journey with confidence.
Benefit
Personalized Guidance and Support
I work with you one-on-one to understand your unique financial situation, goals, and challenges, and provide personalized guidance and support to help you achieve your financial goals.
Benefit
Development of Financial Habits
and Strategies
I help you develop the financial habits and strategies that work best for you, such as budgeting, saving, investing, credit management, and debt reduction. Additionally, financial coaching will help you understand the importance of tracking your money and spending habits and give you the tools to do so.
Benefit
Increased Accountability and Motivation
Working together can help increase accountability and motivation in reaching your financial goals. Financial coaching helps you stay on track and hold you accountable for taking the necessary steps to improve your financial situation, and also provide motivation to keep you going when you face challenges.
Benefits of Financial Coaching
Financial coaching can help you achieve financial peace of mind, comfort, confidence, and control. Imagine having the means to live comfortably, having a budget in place and being in control of your daily spend. Knowing where your money is going and feeling confident in your ability to save and invest for yourself and your family, and being secure about your financial future.
How I Can Help
• Money Management and Budgeting Better •
• Strategies for Crushing Debt •
• Boosting Your Credit Score •
• Save & Invest Smarter •
• Financial Wellness Habits •
• Identity Theft Protection •
Financial coaches don’t rehash your mistakes and dwell on what went wrong in your past. Coaches focus on the future. They help you find a specific, achievable plan for your situation, such as budgeting, money management, credit, debt, savings, and other related areas by providing support, financial information and tools.
- My clients come from various walks of life, spanning different age groups and backgrounds. Many are seeking to get their financial affairs in order, regardless of whether they’re in their 20s or beyond. They recognize the importance of financial stability and are committed to improving their financial habits. While some may already have financial resources and work with advisors, they struggle with budgeting and managing their day-to-day finances. They’re searching for a structured approach, tools, and guidance to establish new routines and habits that will bring them a renewed sense of financial control. Their goal is to save and invest more for their future and their loved ones, while also reducing the chaos and stress in their lives. Ultimately, they aspire to achieve a life of financial security and peace of mind.
- I bring a great deal of professional expertise to my role as a financial coach, drawing on my extensive background in professional development, education technology, digital media production, and project management, which spans over 30 years.
- My background includes strategic collaboration with key stakeholders and decision makers to design and implement professional development initiatives driving deeper engagement and learning, improve productivity, and enhance personal and organizational effectiveness.
- I’ve been an active investor for over 20 years working with my own financial advisor who I consider a close friend, a mentor and an influencer to my decision of pursuing financial coaching which I have been assisting individuals facing financial difficulties and unique circumstances since 2021.
Long-term planning matters! Do it while you’re young!
“For your children’s sake, if you’re a parent, make realistic plans for your retirement and beyond! Do it while you’re young and cognitively healthy enough to make good decisions. Do it long before it gets to the point where you or they wish you had done it. Otherwise, your kids may face impossible choices about sacrificing their own futures for your end-of-life care.”
– The Sandwich Generation (Pew Research Center)
Member: Financial Coaches Network (FCN)®
*Financial Coaches Network provides training, technology, and operational support to help me be more successful as a financial coach. Being a member means I have the resources to focus less on my business and focus more on serving you.