Today you are one small step closer to making your money work for you!
As your Financial Coach, my first goal is to help you understand how to align your finances to meet your current financial obligations. I will help you develop a comprehensive financial plan and help you bring Financial Synergy into your Home.
What does this mean ... In general, it means working together to ensure all of the financial gears in your home are working for you to include:
- Developing goals & an effective spending plan
- Examining your cash flow and debt management
- Ensuring you are maximizing employee benefits and employing effective tax planning strategies
- Ensuring you have addressed financial risk
- Identifying investment strategies
- Reviewing your retirement and estate planning
It also means integrating the cognitive, emotional, behavioral, relational, and economic aspects of your financial world in order to promote a healthier you.
Personal financial planning doesn’t have to be difficult, but it does begin with the first step. And, while we can’t change your financial past, we can work together to plan for the future. By applying the knowledge gained in my personal coaching sessions and classes to your financial situation, you will gain control of your money, confidently plan for tough financial times, and begin to dream about the future.
If you are looking for confidential and trustworthy information on finances without fear of a conflict of interest (I accept no fees from other businesses), I look forward to working with you to achieve your financial goals.
Please email me for a consultation today.