I offer financial coaching services with several packages to suit your individual needs. Regardless of where you are in life or what your goals are, I can lay out a plan that will get you there.
In broad terms, a sound financial plan will address the following key elements:
- Covering your essential needs, including living expenses, medical expenses and lifestyle basics.
- Assuring your standard of living is maintained and headed in the direction you desire – including goals you have.
- Mitigation of risk due to uncertainties that may lie ahead.
- Leaving a legacy. For your family, your community, for the organizations or causes that are important to you.
When you work with me, you are not simply working with a planner who is following an institutional formula. You are working with a trusted partner who assures that your requirements and concerns are being addressed, and that a high-confidence, high-integrity plan is forged that will get you to the place you want to be, financially.
I spend a lot of time listening, before I make a single recommendation. Every client is unique and every client deserves planning and advice that matches them, exactly. I take this role seriously and strive for excellence in every engagement.
My process is tried and tested and designed to handle any complexity or combination of goals. For example:
- Debt Reduction & Elimination
- Dealing with a financial crisis
- Avoiding Bankruptcy & Recovery after Divorce
- Planning for college costs
- Planning for life events (weddings, large purchases, etc.)
- Estate/trust/will planning
- Retirement Planning & Investment Strategies (provided through one of my referral partners)
- Any other financial goal you have – I can handle
Don’t leave your financial future to chance — contact me today to discuss your financial needs.
