Financial Coaching

I'm here to help you attain healthy finances.

I can help you identify your financial goals and needs and create a strategy to meet them.

I can provide you with resources and tools to help you stay focused, motivated, and on track to reach your financial goals. I can also support you, hold you accountable, and help you stay focused and motivated in your pursuit of financial freedom.

In summary, I can help you to:

- Obtain a financial review.
- Assess your financial needs.
- Make a plan to attain financial stability.
- Create a tailored, sustainable budget.
- Boost your savings
- Reduce your debt or interest payments gradually.
- Improve your chances of obtaining a loan or mortgage.
- Discover and review investment options.
- Understand the investment options available to you and make informed investment decisions.
- Make certain that your life, home, mortgage, unemployment, and disability insurance (STD and LTD) coverage is adequate for your needs.
- Assist you in selecting insurance products that meet your needs for protection.
- Give you retirement planning advice to help you achieve the retirement of your dreams.
- Determine the viability of your business plan or idea.
- Start your own business.
- Identify and comprehend the risks involved in starting your own business.

I can also provide valuable guidance and advice on a range of financial topics, tailoring my advice to your unique situation and goals. With my support, you can make informed decisions, create a solid financial foundation, and achieve long-term financial success.

How does it work?

I'm aiming to help you, which is why I only offer my services to a maximum of 4 people per day. This way, I can devote more of my energy to helping you and deliver a higher level of service while avoiding professional burnout.

On average, it takes between 1 and 2 hours to learn what you want, collect the data necessary to create your financial picture, and identify what your needs are. Complex financial situations and arrangements may take more time.

Depending on the results of our fact-finding, the complexity of your needs, and what your goals are, the time required to address them will vary.

Keep in mind that you can book as many hours as you need and pay hourly.

The first session (40 minutes) is free; usually, further sessions (60 minutes) are priced at $200/hour, or $160/hour if your household makes less than $100k per year. However, because 2023 is a difficult year, there is a March promotion: $100 per hour, or $80 per hour if your household makes less than $100,000 per year.

Book a free fact-finding session now and begin your journey to financial stability.