As a financial coach, I do not sell financial products or give advice on investments. My focus is to help you understand the fundamentals of personal finance and get you on the path to financial wellness.
My priorities are to help you:
Get Organized & Know Your Number:
In order to know where you're going, you need to know where you stand. Organizing your finances and knowing your current net worth are the most important components in becoming financially empowered.
Set Financial Goals:
Setting short- and long-term goals, laying out thoughtful guidelines to implement, then taking steps to curb your spending and increase your saving. Closely follow a planned strategy can help you stay on track and meet your financial goals.
Create A Budget & Prioritize Spending:
Creating a budget and categorizing your expenses will help you attain a positive cash flow. When you prioritize your spending, you get out of debt faster and get into the phase of building wealth.
Learn Investment Basics:
Once you are on a solid financial footing, I can help you understand the fundamentals of investing so you can make better decisions about where and how your hard-earned money is invested.