• Create and define realistic financial goals in line with your life current and future priorities.

  • Develop a custom spending plan to allocate every dollar you earn while supporting your goals and learning how to adjust your plan as your life priorities change.

  • Identify best strategies to reduce your debts.

  • Start a saving plan for unexpected expenses and to build your independence.

  • Plan for your future whether it is buying a home, changing careers, saving for your kids’ college or retirement

  • Review your Net Worth and identify strategies for long term growth.

Services

A personalized approach to learn how to be in control and plan ahead.

  • Public and virtual workshops on financial literacy topics such as developing spending plans, debt management, building credit history, and other topics tailored to specific audiences.

Step 1

Book a complimentary introductory call

30 minute call to understand where you are today and whether I am the right person for your needs.

How it works:

Step 2

Schedule your discovery and strategy session

This is a 2 hour session where we review your current financial challenges and develop customized strategies to meet your needs and reach your goals.

Step 3

Customized Coaching Package

This is a 3 to 6 month coaching package to dive deeper into action steps and guide through the implementation of your strategies.

Coaching Process

Throughout the coaching process, you’ll complete questionnaires to gain an understanding of your current financial situation, spending habits, and family needs.

Together, we’ll explore your family and life priorities and will establish short and long-term financial goals. Topics of discussion will include budgeting, saving, future family needs, debts reduction, net worth, and retirement. You’ll discover how habits influence financial decisions and be equipped with the knowledge and tools to implement your personalized plan. Moreover, you’ll gain the confidence to navigate financial choices and find a supportive environment to share any challenges.

Through education, tailored guidance, and support, you’ll work towards achieving your goals and feel financially secure to manage your changing family needs.