WORK WITH ME
Managing your personal finances is ultimately your responsibility, but you don’t have to do this on your own. My goal as your personal financial planner will be to help you envision and realize your long-term life goals by maximizing your resources.
I can help you:
- Set realistic financial and personal goals and assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
- Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
- Put your plan into action and monitor its progress
- Stay on track despite changing goals, personal circumstances, stages of your life, markets and tax laws
Choosing the right financial planner for you is a personal decision. In addition to expertise, a financial planner should have integrity, trust and a commitment to ethical behavior and high professional standards. They should be someone you feel comfortable with.
I invite you to contact me to schedule a free, no-commitment initial phone call to help you decide whether I can help you plan and realize your financial goals.
Financial Planning is where you strategize your financial future and implement your plan. If only it was that simple for most of us! There are so many things that hold us back from implementing the common-sense money behaviors that we know we should do.
Money is complicated! For many people, thinking and talking about money arouses intimidating emotional roadblocks. They don’t go away all by themselves. Until you find a way to overcome them, they put your financial future at risk.
This is where money coaching can help you.
Coaching helps you develop healthy boundaries around money and to find balance in your relationship. It helps you differentiate between your needs, wants and desires so you learn to save and spend guilt-free. It motivates and guides you to take action. It supports you through the bumps in the road.
We can change decades-old patterns.
Money coaching helps you take control, become financially confident, and live a life you love.
Want to get a free taste of what money coaching can do for you? Schedule your free initial coaching call now.
FINANCIAL DISCOVERY SESSION
Hi! Thanks for your interest in booking a complimentary Financial Discovery Session with me.
The first step to getting started is to talk with me by phone or by Skype in a free 20-minute conversation to explore your needs and how I can help you meet them.
Please take a few moments to answer the questions below as fully as possible so you can get the most out of your session.
Book in a time for us to connect and to work out what your next best steps are.
MONEY CAN’T BUY YOU HAPPINESS, BUT
MANAGING IT SMARTER CAN GIVE YOU
PEACE OF MIND LIKE YOU’VE NEVER EXPERIENCED.
Here are some of the most common reasons I have found for financial procrastination:
Feeling overwhelmed by all the options.
Fear of making a big mistake.
Guilty or fatalist attitudes inherited from our families.
Tension and arguments that undermined your past efforts.
Deep-seated anxiety about poverty OR deep-seated anxiety about wealth.
BOOK IN FOR A MINI-CONSULT
Let's discuss ways we can start working together.
Please note: as of January 1, 2020 I am no longer working with standalone financial planning clients. Financial planning is incorporated as part of a financial coaching package.
SEND ME A MESSAGE
If the booking link does not work for you, please contact me using the form below.