Financial Coaching
Inspired by the Ramsey Methods
Your Financial Guide
A personal finance coach is like a financial GPS, guiding you through your financial journey.They’ll help you understand your current financial situation and create a plan to reach your goals. Joining you on the journey to adjust plans as things change.
For over two and a half decades, this reliable financial plan has helped over a million people boost their finances and reach their goals. By unlocking money that was otherwise stuck, they’ve been able to achieve more than they thought possible.
FPU is a nine-week class that’s helped nearly 10 million people learn step by step how to beat debt and build wealth. It launched in 1994 and can now be taken online as well as in person.
I completed FPU in 2015 and made it a part of my life.
Of course, life happens and plans change as events occur but having the goal in mind helps you stay the course.
It’s just like driving a car, there will always be roadblocks, accidents, and bad weather… but with a goal in mind and a guide helping you with a flexible plan, you can reach your destination.
In addition to running my own tax practice, I also completed BNI Director Consultant training in 2009. I started coaching back then and went on to complete advanced training in 2012.
I’ve been helping hundreds of people and small businesses to grow ever since.
And in 2024, I took my skills to the next level by completing the Ramsey Financial Coach Master Training.
- Sessions are usually conducted over Zoom - you can download the free app on computer, phone or tablet
- Sessions are non-refundable as the fees are for the time incurred
- Packages expire 12 months from the date of purchase
Contact me to find out more about the options available
There is no charge for the initial consultation
