Our Core Service Offerings
Budgeting.
A budget is the road map for your financial life. Without it, you have no idea where you’re going or how to get there. We will sit down with you to help you create one from scratch or evaluate your current budget to ensure it’s honed to achieve your goals. Line by line, dollar by dollar, we’re here to help.
Debt Management.
The average American holds over $90,000 in consumer debt, the combination of auto and student loans in addition to credit card debt and poor spending habits. We develop simple debt payoff strategies for our clients and advise on how to deal with collectors if necessary. We aren’t here to lecture you on how you got into debt, we are here to develop new behaviors and turn your debt experience into a success story.
Building Wealth.
Building wealth means establishing financial security. For some that means building an emergency fund, for others it means learning how to save for retirement or for a house. Whatever it means to you, we will build a plan for you to make it happen.
Life Coaching.
Should I rent or buy? What expenses can I reduce? I’m starting a family, what can I do now to be ready financially? If there’s a life event you need guidance on, we identify all considerations to help you make the best choice for you.
Difficult Situations.
A reduction in hours or loss of a job could leave you in a dire situation. Should you pay the electric bill or make a credit card payment? We offer guidance and quickly develop plans to help you make those tough choices and maximize the resources you have to ensure your family is provided for
And More.
Remember, we act as life coaches to instill sound financial behaviors and skills to empower our clients to better their lives. Our service offerings extend well beyond what we could list here. If you have a financial worry that you need assistance with but aren’t sure where to turn, please give us a call and if we can’t help you directly, we can point you in the direction of those who can.
Our Financial Coaching Program
Our enriched Financial Coaching Program are for individuals who would like to focus on setting boundaries for their financial well-being. We will target personal Financial Management over the course of at least 3-months. Whether you need assistance with Financial Organization and/or Debt Management (including Credit Cards and Student Loans), we can help you manage through your most difficult challenges.
We will teach you the basics of personal Financial Management and explain why Financial Empowerment is vital to developing long-term financial well-being. We help you get in charge of your Financial Wellness by providing you the necessary tools such as:
Personality Assessment
Core Value Exercises
Effective, Detailed Financial Worksheet System
At least, 3 Executive Coaching Sessions (three, 60-minute sessions)
High Level Accountability
Our program also provides unlimited email/text messaging in between Sessions to ensure communication is open and two-way. Holding our clients accountable is key to staying on track until confidence is established to meet your financial goals. This package is a MUST for anyone who feels intimidated by money and desires to be in control of their financial well-being.
Disclaimer
None of my financial coaching services are to be taken as legal advice. I am not an Attorney, Certified Public Accountant, or Certified Financial Planner. My services constitute teaching practical financial habits and assisting in changing how clients manage their money. I do not make official recommendations for investment options, write wills, process real estate transactions, or offer tax advice. If you need legal, tax, real estate, or investment guidance, I will refer you to a professional in my network.