Financial Coaching
Building Financial Sustainability into YOUR Life
What if your thoughts around money are holding you back?
In a world filled with other’s opinions and advice, finding the right path forward can feel like navigating a maze.
Instead of making a conscious decision, we often default to reactive mode and let the world decide for us, particularly when dealing with our finances.
Fear stops us from exploring a better path and we stick with the path of survival and least resistance, and slowly, the world grinds us down.
My role is to help you imagine the possibilities and then help you take control of your financial situation so you can live the life you want.
LIFE DOES NOT OPERATE IN SILOS
I help you manage the emotions that come with gaining financial clarity. I understand that we make financial decisions based on our values and emotions. We work together to bring all information to light so you can make the best decision for yourself.
I don't tell you other people's "Number"
We won’t base your future on the “average person’s” circumstances. We work together to discover your values, needs, hopes and dreams to build a financial plan for you.
Steady and affordable
Steadily, we work together to guide you to a better future. We’ll take it at a pace that suits you, keeping your life in balance.
My Approach
I use a coaching approach to financial planning that encompasses the social and emotional impacts that come with life transitions.
As a Financial Coach, I see more than just the numbers when I talk with my clients. Talking about money is highly emotional.
My focus is on your journey. Together, we build balance, your values and financial stability into your future. Instead of just crunching numbers, you can expect conversations that go far beyond a net worth statement.
How It Works
Schedule a Consultation
Before embarking on any trip, it is important to make sure that you have packed the necessities and have hired the appropriate guides to assist you. Our initial conversation will focus on your current situation to determine if I am the right person to help you at this stage of your life journey.
Working Together
We find a time to meet to keep your journey on track and decide how often we will meet. I give you homework that we review together at our next meeting. We meet using Zoom and communicate mainly by email. Slowly and steadily, we build your life map to a happier and more financially sustainable life.
Live the life you want
Our work together is designed to help you live your life according to your terms. Everything is possible and more so with the right guide to support you to live your dreams. Financial coaching supports you until you feel confident enough to take control of your finances independently.