BETHANY P.

About me:

I am a financial coach originally from Halfmoon, NY and earned by Certification as a Credit Counselor in September of 2020. My favorite part of being a financial coach is getting to know people and working closely with them to help them reach their financial goals. My goals for my clients are helping them get stress relief, feel good about their finances and gain confidence from having financial freedom.

Credentials:

Certified Credit Counselor with the National Association of Certified Credit Counselors.

What to Expect

Personal Financial Coaching is personal to you and your unique situation, but there are certain steps I follow with each client to make sure you are getting the financial help you need:

Step 1: Understanding Your Situation

Together, we will walk through a series of questions and conversations designed to give me a clear view of your current financial position, including your strengths and weaknesses in managing money. Only by understanding your current situation can I build a plan suited to fit your needs.

Step 2: Set Your Goals

The only way to track improvement in your financial literacy and situation is to set clear goals and establish a plan on how to reach them. Your goal could be anything from saving for retirement, sending a child to college, or even just being able to afford a vacation. My job is to help you get there.

Step 3: Support at Every Step

As we work towards your goals together, I’ll give you the tools and resources you need to reach them. One of the most important resources in changing your financial habits is support and guidance. I will be here for you every step of the way to answer questions and cheer you on.