I am a financial coach originally from Lacona, NY. My favorite thing about being a financial coach is that I am able to help people with not only getting rid of their debt but hopefully keeping them out of debt for good. Money is a sensitive topic for a lot of people and it can be difficult to get your situation back on track, but I’m able to help you solve the problems that keep you from spending money on the things you care about. What I hope for my clients is to get them to a place where their money is theirs to use comfortably – where they don’t have to choose between paying their bills or buying food or medication. My goal is to get you organized enough in your finances that the rest of your life isn’t dominated by debt!
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.