Personal finance can be overwhelming 😔. Financial planners and advisors are wonderful tools if you already have a lot of wealth. For those just starting out and trying to course correct or simply get started, there is little help available besides Youtube. Learning the basics of personal finance allows you to set the foundation for a life with financial security. My objective is to get you to a place where you control your finances and money is simply a tool for you to live your best life how you see fit.
If you want to sit with me and have a conversation about what’s going on in your financial world, allow me to help you. I will sit down with you in person or FaceTime, whatever you are more comfortable with and discuss whatever you wish to discuss. I don’t always know the perfect answer, but I can offer advice on what I would do. Financial coaching bridges the gap between the financial affluent and those just beginning their financial journey.
How It Works
Free Consultation: An initial conversation that allows me to hear your situation and what you expect to accomplish if we proceed together. Also, It lets me explain to you my process and what I need from YOU, if you want me to truly help you. This introduction is designed to make sure we are a good fit. If we decide we aren’t the right fit for each other, no money will be wasted. 😎
First Two Hours ($125.00): Sit down with me and discuss whatever you want related to your personal finances.
As Needed “Maintenance” Hours ($50.00): After our first two hour meeting, if you wish, meet with me anytime you want for up to an hour if you need ongoing advice, to problem solve, financial planning or cash flow management.
Build The Gap 