Why Work With a Financial Coach?

Your Goals:

Everyone’s goals are unique. Your path to pursue them should be too. That is why we get to know who you are and what matters most to you before tailoring a personalized strategy to help you get there.

Our focus is on your life, your family and your priorities, not just your portfolio. That is why we start by learning what matters most to you.

Developing a Game Plan:

Developing a game plan for your cash will have a significant effect on your lifestyle. Having a financial coach on your side will help with the human behavior and emotional side of your money.

The goal is to improve your relationship with money and stay on track to meet your financial and life goals.  Any changes wished to be made will begin in the way we think and treat our money.

“The heart of the discerning acquires knowledge, for the ears of the wise seek it out.”

Proverbs 18:15

Managing Your Money:

Cash flow management is the most effective way to gain control of your financial situation.  That may mean learning to manage monthly cash flow better, saving more, managing debt, building savings, or working with irregular fluctuations in income.

Managing Your Money Has Two Chief Purposes:

  1. Managing your income and expenses, establishing and maintaining a reserve of cash or near-cash equivalents to meet unanticipated or emergency needs like illness, injury, death or sudden loss of work
  2. A systematic creation and maintenance of surplus cash for capital investment

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