A message from your financial coach
I love what I do. Nothing gives me more satisfaction and joy than seeing my clients achieve their financial goals and overcome their challenges. I believe that everyone deserves to have a sound financial plan that aligns with their values and aspirations. That’s why I became a financial coach, to help you create and implement a personalized strategy that works for you.
As your financial coach, I am here to guide you, support you, and hold you accountable. But I cannot do the work for you. You have to be willing to take action, make changes, and follow through on your commitments. I will not sugarcoat the reality or give you unrealistic examples of success. Your results will depend on your income, expenses, spending habits, and readiness to change. I will provide you with homework assignments after each session and follow up with you on your progress. How you perform on those tasks is up to you.
If you are reading this, it means that you are interested in improving your financial situation and taking control of your money. That’s great! But before you schedule your discovery call with me, I want you to ask yourself: are you fully ready to commit to this process? Are you open to feedback, willing to learn, and eager to take action? If yes, then I would love to work with you and help you achieve your financial dreams. If not, then maybe this is not the right time for you. Either way, I respect your choice and I wish you all the best.
Feel free to look around. Is there a particular topic you would like to learn more about? Feel free to email me. I will do the research and will write an article and post it on the blog.
Below is a general description of the programs I offer. After our initial discovery call, we determine which program is right for you and the goals you would like to include in that program.
Finances and differences in viewing money are one of the major discords in relationships. The purpose of the program is to get to know each other financially and to start with an open and honest relationship with money as a couple.
This program helps you learn how to communicate with each other in a way that shows empathy and understanding in order to for both to feel heard and both points of views are considered. As newlyweds with financial awareness, you come to understand each other on how you feel about money and you will develop the best way to communicate with each other so you can reach your goals.
Finances are the number one disruptor in relationships. This program is for couples that would like to get on the same page about their finances. We do an assessment to identify your money beliefs and attitudes in order to create a more empathetic and collaborative environment where both husband and wife feel heard. This works best when both attend sessions together. Whether you have been together for a while or newlyweds you can benefit from this program.
In this program we work on a plan that once established, becomes simple to maintain so you become less stressed when it comes to money. This will free up time so you can spend more time with what matters most.
This plan is a fully customized 6 month Financial Coaching program where we explore your areas of concern to achieve your financial goals. Whether the issue is debt, tracking, budgeting or overspending, we can work together to find sustainable solutions.
This package is to help those who come into a windfall of money by either a contract, trust or inheritance, develop a healthy relationship with money. When we see the statistics of sports figures and lotto winners as an example, poor money habits only become more evident when the cash flow stops and once the money is gone, they are worst off than before they got the money to begin with. It includes everything in the Integrative Financial Coaching Program with additional coaching to help the client navigate and manage their new assets so they last.
I have been in the financial industry for nearly 25 years, working with clients from various backgrounds and situations. I have coordinated with other professionals, such as estate planners, attorneys, financial advisors, CPAs, and CFPs, to ensure that my clients have a comprehensive and holistic financial plan. I know the pitfalls of not being open with your advisors, of leaving your spouse out of the loop, or of being unprepared for life's emergencies. I am not an expert in any of these fields, but I have the knowledge and experience to help you navigate them and make informed decisions.
Every individual is unique, with their own set of circumstances, goals, and challenges. A one-size-fits-all approach to financial coaching is unlikely to yield sustainable results. That's why personalization is key to achieving long-term success. By tailoring my coaching programs to meet the specific needs and aspirations of each client, I can help them develop a financial plan that is both realistic and achievable. Through personalized coaching, I can provide my clients with the tools, resources, and support they need to make meaningful and lasting changes in their financial lives.
