Financial Coaching
Contact me to set up a financial coaching session and let me help you achieve your dreams!
1
Individual or Couples Goal-setting
Once you know what goals you're working toward, I promise your motivation will go to the moon. I will help you figure out what matters most to you, then build you a financial plan with you that gets you there.
2
Customized Budgeting & Savings Plan
Don't let your current cash flow limit your dreams. I will teach you to dream bigger but spend smarter. Using your short- and long-term goals, I'll crunch your numbers and show you exactly how much you need to be saving. Goal based budgeting is the name of the game.
3
Travel Hacks
If travel is your passion, then I will help you get there by creating a personalized money plan. I'll break down your costs, build you a budget, and show you how to arrive!
4
Destroy Your Debt
Got student loans? Credit card debt you wearing you down? I'll help you hack the bank to refinance your loans (if needed) and get a handle on your debt once and for all.
5
Investment Education
I don't invest your money for you (I am not a money manager, and won't touch your accounts). What I will do is walk you through the investment landscape and help you select the services that are right for you.
6
Retire Early
I will help you make sense of retirement it all and set aside the right amount so you can retire comfortably when you're ready. Early or not.
ALL PLANS INCLUDE:
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FREE initial 1-hour meet and greet plus goal-setting meeting
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A follow-up meeting to review your financial plan
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Quarterly check-ins over Zoom
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Ongoing access as questions / challenges arise
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Click on More Info with your contact info and I will reach out to schedule and appointment.
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* All plans are recurring monthly subscriptions that you can cancel any time. Special student pricing available upon request.