Financial literacy is the knowledge necessary to make important financial decisions.  Financial decisions effect everything in your life.  Having even basic financial skills can help with decisions about budgets, debt, investing, and planning.  Personal finance is vital for managing daily financial needs, as well as planning your financial future. 

It is my passion to teach these skills to anyone that wants to learn them.   It is very exciting for me to see someone succeed because of the information I have shared with them.  For me, there is no greater calling than to make a difference in someone’s life,  change their future and their legacy.  My approach is one of kindness and honesty.  I provide the information and suggestions, but you decide how you want to proceed.

 

Frequently Asked Questions:

A financial coach is someone who will help you understand the basics of personal finance and help you understand the key foundational aspects of managing your money. The job of a Financial Coach is to provide tools and information to empower their clients so they reach their financial goals. A financial coach provides on-going mentoring to help you pay off debt and build wealth.

It is increasingly important to be able to manage one’s personal and household finances.  If you are not sure where to start, or you are tired of living paycheck to paycheck, not growing wealth and not eliminating debt, a financial coach can give you the tools you need to succeed.  The average person working to being out of debt will attend six to twelve coaching sessions depending on their situation and goals.  A financial coach can also assist long after you have eliminated your debt.  As life changes, your financial strategies must also change.

I graduated from Dave Ramsey’s Financial Coach Master Training.  I have counselled people in many capacities during my Banking and Mortgage career over 25+ years.  I have coached family and friends, but the best experience I gained was from the time my husband and I spent working a plan and cleaning up our own finances.  It took time, we made mistakes but we learned a lot and we are reaping the benefits as a result of all the work we did and continue to do.
A Financial Coach will look over your entire situation and help you create a step by step plan to reach your financial goals.  I am a Financial Coach and I cannot wait to help you with your goals.  I will be providing information, tools, resources and guidance.  I am not a Financial Advisor or a Lawyer, therefore I will not be helping you select specific investment options, offering tax advice, or advise on legal matters.  I can however, refer you to licensed professionals that will take time to understand your goals, treat you with kindness, respect and honesty and will understand my role as your Financial Coach.
Most people will meet with me once a month.  It really depends on your specific goals.
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I understand what it feels like to run out of money before the end of the month.  Book a FREE consultation with me and I will show you how you can afford to work with me. 

I am never going to make you do something you don’t want to do.  You tell me what you want to accomplish, and I will give you suggestions and tools that will get you there.  My approach is never going to make you nervous or embarrassed.  This will only work if you are respectful, open and honest and I will do the same.  That being said, depending on what you want to accomplish, you will likely need to make some changes.  Some people find going without certain things for a short period of time to get to a goal quickly is important.  Other people prefer to go a little slower. What you determine is best for you is what we will do.  Having a budget on paper is important and I will recommend this to everyone.  What you put in your budget is up to you.  Understand a budget is a plan, that is all it is.  Most people have a budget in their mind, just not on paper.  The action of having your PLAN on paper makes a BIG difference.

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There are many bright, talented, and successful people in the world that struggle with money.  

Don’t be one of them.  Take the first step to get the knowledge and support you deserve.  

We May Be A Good Fit If:

  • You were never taught how to manage your finances
  • You want to make changes, but you’re nervous to talk to a coach because you don’t want to be told what to do with your money
  • You would like someone to take a look at your financial picture and make sure you did not miss something important
  • You want to start a plan to get out of debt
Click here to schedule a FREE 30 minute consultation