Financial Coaching


What do starting a business, traveling for leisure, funding one’s education, and enjoying retirement all have in common? They all require money. According to widely researched findings, it is estimated that over 55 percent of American workers live paycheck to paycheck. Said another way, less than 1 in 2 working Americans has surplus money to invest in any financial projects. Financial health check-ups are an area in life that many people neglect until they need finances for a project, at that point it may be too late. It is true that it may be too late to start the financial project you hoped to start today, but you can make sure that it will not be too late to start financial projects in your future. With the right financial plan, you can be ready to take on any financial project you desire. To guarantee it happens, start your financial coaching journey today.

Financial coaching is not financial planning. Financial coaching is the seed that feeds a financial planning project. Financial coaching is about how to efficiently manage and grow cash streams so that you have money to financially plan out and invest in tomorrow’s dreams today. I am dedicated to helping my clients experience financial victory by listening to their questions, sharing necessary vital information, and providing tailor-made coaching that allows them to break the paycheck-to-paycheck cycle and begin investing in their tomorrow’s dreams today.

With over twenty-five years of experience working with numbers, I understand financial data and I am comfortable around numbers. Having grown up in a middle-class family I can relate to many of the challenges my clients face of developing a healthy financial life. I learned early in life the challenges that lack of money can cause; from lack of necessities to struggling to stay in college. The lessons and tools gleaned from my financial journey are part of what I share with my clients as their guide and cheerleader for every financial success milestone they achieve.

Struggling to make sound and lasting financial progress in your life? Contact our office, and let’s work together to help you obtain financial freedom; it’s not just a dream, it’s a possibility. Start your financial coaching session today.