I am from Nashville, TN and I enjoy working with clients on a more personable level, learning about their goals and hopes when working with us. I also like that I can connect with them and help them better their financial situations. My goal with clients is to relieve them of the heavy burden that debt leaves them with. I want to bring clients a little more comfort with their finances and to build a relationship with them so I can get to know them better. I also want the clients to feel comfortable with me during the time I work with them.
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.