Take control of your finances and live the life you want to live.
I remember that feeling in my gut. The one that made me lose my appetite anytime the word “budget” came up or the question, “Can we talk about our finances?” was asked. Feeling like you’ll only keep your head above water if someone else is in control works for a while, but eventually it becomes unbearable. Soon the questions start popping up… “What happens if that person leaves?” “What if I know I can do more… be more… what then?”
Let me take it from here. Better yet, let’s go together. I’ll teach you everything I know about staying healthy financially. We’ll make a budget, come up with a plan to slash those debts, and you’ll leave feeling more confident than ever. Invest in yourself… it’s worth it.
What is Financial Coaching?
As a financial coach, it is my job to understand your current financial situation, uncover your goals and needs, prioritize steps to meet those goals, provide education and accountability, and support you as you work your way toward a healthier financial situation.
Let’s hear it for pricing transparency 👏
Coaching
What’s the Difference Between a Financial Coach and a Financial Advisor?
Coach
Focus is on fundamental habits and behaviors
Works on increasing positive money behaviors and decreasing negative money behaviors
Provides guidance and education on managing finances in areas such as budgeting, debt reduction, saving, etc.
Compensation is up-front and there is no financial motivation to sell products or assets.
Advisor
Focus is solely related to investments
More hands-off and transactional or product-focused
Manages your investments, such as a Roth IRA
Doesn’t always have the client’s best interest at heart and can be financially motivated to sell products based on commission.