(Sessions may be individual or with spouse)
Did you know that only 5 states in the US teach financial education? This means that the rest are left to figure it out on their own or rely on others to tell you what to do with YOUR money!
The truth is that financial stress causes many other ailments in our mind and body that can lead to illness. If you are interested in changing your finances for the better but you don't know who to trust, how to manage or invest it. I want to help you!
I have 25 years of financial industry experience and can share with you how to manage your finances in a way that it is easy and doable for your budget. Remember that it's not about how much you make but about how you manage every single dollar.
This coaching plan is for anyone that is ready to make changes for a better life, take charge of their finances and their future. All sessions are via phone or zoom.
This plan includes:
1 60-minute session to assess your financial needs and goals
- 1 90-minute session financial review and financial plan