Every client’s needs are different so no two Foundation sessions or long term programs are identical – as a financial coach I tailor each program to fit the needs and the goals of the individual client.

As a financial coach, I help clients in a variety of ways:

  1. Get finances in order & take control of money
  2. Teach the fundamentals of budgeting, money management & personal finance
  3. Teach ways to overcome obstacles or bad money habits
  4. Make that money work! – Goal setting/planning
  5. Create a financial plan that works & reflects financial goals
  6. Empower clients to take responsibility for financial decisions
  7. Provide accountability

I currently work with individuals and families of all income levels. I don’t currently work with businesses but I’m happy to refer you to a coach within my network that does if you’d like.

One thing I don’t do as a financial coach is sell investments. I am happy to support my clients in the process of investing by referring you to a qualified, licensed financial advisor for that portion of your financial wellness.

ELS

Comments

November 21, 2020 at 11:38 pm

Pretty! This has been an extremely wonderful article. Many thanks for supplying this information. Luce Trever Kovacev



November 23, 2020 at 3:06 am

I think that what you posted made a bunch of sense. Holly-Anne Ferris Hicks



November 30, 2020 at 10:11 pm

Everything is very open with a clear description of the challenges. It was really informative. Your website is very useful. Thank you for sharing. Alexi Richmond Lipman



Leave a Reply

Your email address will not be published.

The Grief is Real

November 27, 2020