Services
Distinguishing between a financial coach, a financial advisor, and a Certified Public Accountant (CPA) is crucial. Financial advisors specialize in investments, while CPAs tackle tax-related matters. Now, as your financial coach, my role is to collaboratively create a comprehensive plan that guides you from the beginning to the realization of financial freedom.
As your financial coach, I will provide the following services:
Financial coaching for individuals or couples.
Develop a monthly budget and stick to it.
Build an emergency fund.
Personalized plan to pay off debt (credit cards, auto loans, student loans, etc.).
Prepare steps for buying a house.
Plan for retirement.
Accountability throughout the plan.
Assist Veterans applying for benefits (healthcare, education, etc.).
Help you achieve your Financial Freedom!
Our journey typically spans multiple sessions, where we delve into crafting or refining your budget, identifying, and clarifying your financial goals, and navigating through challenging financial situations. This is not a one-size-fits-all approach – it is personalized assistance to overcome the specific challenges holding you back in your financial journey.
I help you create financial goals that make sense!
Goal One: Pay off debt using the debt snowball method
Goal Two: Build an fully funded emergency fund of 3-6 months
Goal Three: Save for retirement (401K, IRA, etc.)
Goal Four: Save for children’s college fund (Educational Savings Account or 529)
Goal Five: Save for a house or rental property
Goal Six: Pay off house early
Proudly an independent Ramsey Preferred Coach, I have completed the rigorous Ramsey Solutions Financial Coach Master Training. Moreover, I serve as a coordinator for Ramsey Solutions' nine-lesson course through Financial Peace University. My commitment is to empower you with the tools and knowledge needed to navigate your unique financial landscape successfully. Let's work together toward your financial goals!
