I’m not a financial adviser or planner. I’m not a tax accountant or lawyer. I’m a financial coach, here to teach you how to handle your money so you can reach your goals. You are in charge and make all of the decisions, with my expert advise!
These are the areas I will help you with:
I will work with you one on one to figure out your goals. What do you want your money to do for you? What are your dreams? Places you want to go? Things you want to do? What does your future look like? Do you have a bucket list? Do you want to be debt free? Do you want to save up for college? Everyone has a different set of goals.
Plan of Action
I will work with you to make a plan of action. Creating a plan of action is key to reaching your goals. Take action. With one on one support, I can give you the step by step actions you need to move forward. Every person is different. Every person has a different set of goals so everyone has a different plan of action.
I will work with you to create a working budget. The word “budget” might be a scary word that makes you feel trapped. Or it might mean failure since predicting your future spending is so difficult. I understand that. It is hard to predict the future. I can’t predict the future. That is why a spending plan or working budget is key to success. I will change that feeling about budgeting.
I will take your goals which are now your priorities and put them into your working budget. Your working budget then becomes your goal. I will teach you zero-based budgeting and how our brains are wired to work that way. It is a very simple budgeting technique.
Within your working budget will be a savings plan. We all need to have an Emergency plan in case something happens. We all need to save for the future or our goals. I believe all of us are savers in some way or another. You may not feel that way. I will show you how to save more so you can reach those goals. I will teach you the habit of saving. In no time, you will have more goals that you will want to reach.
Once you have these 4 tasks in order, you will go places. Everyone’s situation is unique and that is why one on one sessions are key to success.
Let’s get started!