Services
Financial Planning
I work with clients to develop a personalized financial plan that takes into account their income, expenses, assets, and liabilities. This plan includes recommendations for managing their money more effectively, reducing debt, and saving for their future.
Budgeting
I help clients create a realistic budget that allows them to live within their means and achieve their financial goals. This includes identifying areas where they can cut back on expenses and finding ways to increase their income.
Investment Advice
I provide guidance on how to invest money wisely, based on a client's risk tolerance and financial goals. This includes recommendations for different types of investments, such as stocks, bonds, mutual funds, and real estate.
Transformative Life Coaching
I help clients plan for their retirement by identifying their retirement goals, estimating their retirement expenses, and developing a savings plan to achieve those goals.
Education Planning
I help clients plan for their children's education by identifying education goals, estimating education expenses, and developing a savings plan to achieve those goals.
Financial Education
I provide clients with educational resources and tools to help them improve their financial literacy and make more informed financial decisions
Our coaching is for individuals, couples, and small groups (no more than three (3)) people.
Upon meeting with your coach in your first meeting, you will inform them about the areas you want to focus on. This will depend on what phase of life you are in. We will meet once a month. Each coaching session is (50) minutes.
If you are interested in booking our services for conferences, masterminds, or other educational experiences please go to the main page and email us for inquiries.
Financial Education Instruction
Our public speaking engagements aim to educate and empower individuals and groups on a variety of financial topics. We provide customized presentations and workshops designed to meet the specific needs and interests of the audience.
During our presentations, we use clear and engaging language to explain complex financial concepts in an understandable way. We provide real-world examples and practical tips that attendees can immediately apply to their own financial situations. We also encourage interaction and questions, creating a dynamic learning environment that fosters engagement and participation.
Our public speaking engagements cover a wide range of topics, including budgeting, debt management, saving and investing, retirement planning, and more. Whether the audience is made up of young adults just starting out on their financial journey, or seasoned professionals looking to enhance their financial knowledge, we tailor the presentations to meet their unique needs and interests.
Ultimately, our goal as financial education instructors is to help individuals and groups develop the skills and confidence, they need to execute when dealing with their financial futures. By providing practical tools and strategies for financial success, we aim to help people achieve their goals and live the life they want.
