What is financial coaching?
Think of financial coaching as a cross between a financial advisor and a life coach. My coaching is rooted in education and accountability. I’m committed to ensuring that you understand every step we take together, so that you can feel confident with the plan we create. Unlike a financial planner or advisor, I don’t represent a financial institution and I don’t take a percent of your investments as my fee, so you can be sure my help is without bias and always a flat cost.
How will it feel?
After a session with me, you will leave feeling inspired and energized! Our session will feel like a judgement-free chat with a friend, but together we will accomplish an incredible amount in one sitting.
Coaching topics
I love talking about all money topics, but I specialize in financial coaching on saving investing, and FI/RE (financial independence / retire early). Other topics include: income assessment, budgeting/spending plan, credit score, credit card rewards, debt consolidation, debt payoff plan, savings goals, savings plan, investment review, investment plan, optimization of all active accounts, and other financial topics.