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My Specialties

As a financial and mental fitness coach, I work one on one with you (singles and couples) and create a unique plan to your situation. A spending plan (budget) is a foundational step then we build from there.  We work on mindset changes, behaviors, and choice around money.  We also make sure you have money defense in place (I guide you- I don’t sell any products)- ie. insurances, wills.  I’m that outside perspective that provides accountability. 

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Financial Coach vs Financial Advisor (simplistic terms)

A financial coach works with your behavior with money, a financial advisor works with your money’s behavior.

 

A fellow coach created this video to further explain what a financial coaching does.  

Why invest in a financial coach?

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In addition, I offer a 6 wk program to build your mental fitness.  The program is through postiveintelligence.com.  The program is built into my financial coaching practice AND can be a stand alone. 

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Mental Fitness is your capacity to respond to life’s challenges with positive rather than negative mindset.  That positive mindset impacts

â–¸      Peak performance

â–¸      Peace of mind / wellness

â–¸      Healthy relationships

How does this work- well we work on rewiring the brain.  We want to catch the negative emotions (Saboteurs) and refocus on the Sage.  This program provides tools to help us do that.  

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So if you want to find more peace and calm in your life because we know life will always bring us challenges- reach out!​​

Services

1:1 Financial Coaching

1:1 Mental Fitness Coaching

Build a Money Map

Money Mindset & Behavior Changes

Money Defense Plan

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