What can financial coaching do for you?

Find a confidential and non-judgmental environment to learn how to make wise financial decisions.

Organize your finances.

Gain control of your financial life so you can sleep at night.

Identify your financial goals and values.

Treat your money mindfully and ensure it’s going where you want it to go.

Use your money as a tool to help attain your goals.

Become a good steward of your money.

 

My Philosophy

Personal finance is my passion.  I believe that everyone can and should make informed, conscious and purposeful decisions around their money.  I believe that financial education should be available to everyone, starting with our youngest members of society.  I believe that the mistakes we make with our money serve to help us make better and smarter choices in the future.  I believe that money is not inherently good or evil but is simply a tool to help us reach our goals.

 

My Mission

My mission is to help my clients to organize their financial lives, and to assist them in aligning their financial decisions with their values.  After gaining an understanding of the client’s financial situation and goals, I will provide insight, expert advice and usable tools to the client to enable him to take control of his finances.  My goal is to inspire my clients to treat their money mindfully – to pay attention to where their money goes and to ensure that they are using it as a tool to attain their goals.  I seek to provide a friendly, confidential and non-judgmental environment in which clients feel comfortable discussing their personal finances and asking any questions that will help them use their money in the way most effective for them.