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.



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