I am a Certified Credit Counselor originally from Syracuse, NY. I enjoy being a financial coach because I enjoy helping people get control of their finances and ease their financial burden. I also like to meet new people from all walks of life! I want all my clients to be able to have an appropriate emergency fund set up and to have a complete and working budget. I also want you to feel better about money and your finances in general!
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.