Financial Health Coaching
Different life stages bring different financial challenges. Younger generations struggle with paying off student loans, building up their credit history and putting aside for retirement savings. For professionals with young families, buying a home, setting up college savings, building up emergency funds and maintaining proper insurances are at the forefront. For older professionals and retirees, stretching their retirement savings while being able to take trips and enjoy their golden years are important goals.
I offer the client personalized, ongoing, financial health coaching sessions and check-ins (as needed) to manage and monitor their financial situation. I help them make adjustments/improvements to ensure that they stay on track or accommodate any changes to their situation. My goal is to make the client become a budget expert, as self-sufficient as possible, to maintain their own financial freedom and obtain the goals they are striving towards.
I partner with businesses and individuals in all life stages. I offer financial health education and coaching so each individual gains financial and debt management skills. I also help clients with personal budget evaluation and preparation.
Fitness and wellness
Get in touch and we’ll get back to you as soon as we can. We look forward to hearing from you!