Where To Begin?
Book a Free 30-Min Initial Consultation
Book a Free 30-Min Initial Consultation
Book a Free 30-Min Initial Consultation
Start by booking the initial consultation to see if we are a good fit for each other
Get Your Questions Answered
Book a Free 30-Min Initial Consultation
Book a Free 30-Min Initial Consultation
We'll discuss your short and long term goals and if financial coaching would be beneficial. I explain how the process works and the different programs available
Financial Roadmap
Book a Free 30-Min Initial Consultation
Financial Roadmap
If you begin coaching, we'll discuss the next steps and I'll create a customized plan to address financial goals
Financial Coaching Process
Budgeting/Money Management
Budgeting/Money Management
Budgeting/Money Management
- Creating a personalized spending plan to track income and expenses.
- Teaching effective budgeting techniques and strategies.
- Offering tools to manage cash flow and save money.
Debt Management
Budgeting/Money Management
Budgeting/Money Management
- Developing an optimized plan to pay off existing debts, such as credit card debt, student loans, and mortgages.
- Providing strategies to reduce interest payments and manage debt more effectively while improving credit scores
Savings/Emergency Funds
Budgeting/Money Management
Savings/Emergency Funds
- Setting savings goals and creating a plan to achieve them.
- Emphasizing the importance of emergency funds for unexpected expenses.
Financial Goal Setting
Accountability and Support
Savings/Emergency Funds
- Helping define short-term and long-term financial goals.
- Creating actionable plans to achieve these goals, whether it's buying a home, becoming debt-free, or saving for retirement
Financial Education
Accountability and Support
Accountability and Support
- Empowering you with the knowledge and skills to make informed financial choices.
- Sharing financial planning information from my network of Certified Financial Planners, Estate Planners, and other industry experts
Accountability and Support
Accountability and Support
Accountability and Support
- Offering ongoing support and accountability to help clients stay on track with their financial goals.
- Monitoring progress and making necessary adjustments to the financial plan.
Choose Your Coaching Package
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Additional Information
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Articles – Good topics for articles include anything related to your company – recent changes to operations, the latest company softball game – or the industry you’re in. General business trends (think national and even international) are great article fodder, too.
Mission statements – You can tell a lot about a company by its mission statement. Don’t have one? Now might be a good time to create one and post it here. A good mission statement tells you what drives a company to do what it does.
Company policies – Are there company policies that are particularly important to your business? Perhaps your unlimited paternity/maternity leave policy has endeared you to employees across the company. This is a good place to talk about that.
Executive profiles – A company is only as strong as its executive leadership. This is a good place to show off who’s occupying the corner offices. Write a nice bio about each executive that includes what they do, how long they’ve been at it, and what got them to where they are.
Learn More
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My Story
Having grown up in a fairly modest household with parents living paycheck to paycheck with 5 people in the same cozy 3-bed/1-bath house my parents still live to this day, I was always pretty money conscious. We didn't struggle nearly as much as many people, but there wasn't ever talk of financial planning, retirement accounts, college savings, or anything else I would classify as "financial literacy". Luckily that seemed to instill a sense of financial independence in me and the desire to better understand all of these things that so many people seemed to struggle with. I graduated magna cum laude from Florida State with a degree in Finance and over the last 20 years have worked in various financial roles (personal banking, commercial real estate, mortgage lending, and financial coaching). At 22 I had next to nothing in terms of savings. By 25, I was able to achieve my first a 6-figure income. By 35, I was officially a "millionaire" although just typing that makes me cringe because I don't ever want to sound like I'm bragging and even then felt far from rich. By 40, my goals shifted toward the F.I.R.E. movement of gaining financial independence and "retiring" early, but I love helping people with their money, mortgages, and home buying needs so this will continue to be my passion for many many years to come.