Services

Helping you gain control over your personal finances so that you can focus on your strengths!

Financial Coaching:

  • Creation of custom spending plan to allocate every one of your hard-earned dollars while setting you up to achieve your future goals

  • One on One coaching aligned with your values and goals, covering money management, credit, debt, acquisitions, risks, investment basics, retirement and estate planning

  • Public/ virtual events speaking on financial foundations topics such as debt management, building better financial habits, the basics of financial wellness, and custom topics catered to your needs

  • Review of money mindset and strategies for building better financial habits

  • In addition to prepaid hourly support, Packages include:

    • Custom Spending Plan Strategy (comprehensive review of income and expenses, alignment with values, future growth planning + two 45 min follow-up sessions)

    • Multi-packs of one on one support

    • Quarterly Net Worth reviews and strategies for continued growth

Daily Money Management:

  • Creation of monthly spending plan to ensure spending stays within income

  • Allocation of discretionary spending money aligned with monthly spending plan

  • Paying bills from the client’s funds, using online bill pay / vendor bill pay services

  • Monitoring and reconciling bank, credit card and mobile payment accounts to align with monthly spending plan

  • Handling billing disputes

  • Organizing and maintaining bills and other important records in files or cloud-based storage

  • Application of sound financial practices to optimize client’s dollars

  • Collaborating with your other professional advisors as requested

  • Consulting with your family members as requested

  • Performing other tasks as agreed upon