Carley S.

About me:

I am originally rom Lebanon, TN and my favorite part of being a financial coach is hearing about my clients’ different financial goals and setting those clients up to achieve those goals. When I hear their excitement and relief that they are finally getting something they have been working so hard for, I know I have done well. My goal for my clients is to be able to move on from this program with a more relaxed state of mind about money and how to disperse it wisely throughout their lives. I want you to be able to afford the things you want in life and not have to stress about finances!

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.