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Personal & Partner Financial Coaching

Your financial choices are the architects of your future—shaping everything from the quality of your relationships to the richness of your life experiences, and the security you feel today and tomorrow. Your financial health is the cornerstone of the life you want to live.

Yet, navigating the financial world can often feel like a solo journey, riddled with uncertainty and indecision. That's where I step in. As a Certified Personal Finance Consultant and Educator, my mission is to solidify your financial foundation, paving the way to true financial freedom.

Together, we'll transform your approach to money. We'll tackle the habits that are holding you back, arm you with empowering knowledge, and provide the tailored guidance you need at every turn. With each step, you'll gain confidence and clarity, moving closer to the financial freedom you deserve.

 

Coaching Pathway:

Your Blueprint to Financial Empowerment

STEP 1

COLLECT &

CONFIRM

Through our in-depth conversations and a review of your personal finances, we'll map out where you stand and where you dream to be. This initial phase is all about tailoring a coaching experience that's as unique as your financial fingerprint, setting the stage for a transformation that truly resonates with your personal money goals.

STEP 2

CREATE &

COMMUNICATE

With a clear understanding of your financial health, we'll craft a strategy that aligns with your ambitions. I'll give you actionable steps, essential knowledge, and robust support to navigate your path to prosperity. You'll gain the skills and confidence to chase your financial goals with precision and passion.

STEP 3

COURSE CORRECT &

CLIENT REPORTS

As you journey towards financial excellence, we'll measure your triumphs, tweak your trajectory, and celebrate each milestone. Your evolving plan will adapt to your life's rhythm, ensuring that every win paves the way for the next. With continuous support, you'll ascend to new heights towards your financial goals.

Financial Coaching
for Organizations

Empower your team with access to premier financial coaching and watch as they transform their financial uncertainties into strengths.

Personal financial stress doesn't clock out at the end of the workday—it lingers and impacts focus, productivity, and the collective energy of your workplace. By proactively investing in your team's financial well-being, you're not just enhancing their sense of security—you're cultivating a culture of wellness and worth that reverberates through every aspect of your organization.

Our coaching program is tailored to the unique pulse of your team, yet every iteration is bound by a singular vision: to enact meaningful change in the financial lives of your employees. For some, the journey begins with the immediate uplift of having their pressing questions addressed. For others, it's a transformative process, evolving from financial worriers to financial warriors.

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Organizational Financial
Coaching Customization Pathway

Empower your team with access to premier financial coaching and watch as they transform their financial uncertainties into strengths.

Personal financial stress doesn't clock out at the end of the workday—it lingers and impacts focus, productivity, and the collective energy of your workplace. By proactively investing in your team's financial well-being, you're not just enhancing their sense of security—you're cultivating a culture of wellness and worth that reverberates through every aspect of your organization.

Our coaching program is tailored to the unique pulse of your team, yet every iteration is bound by a singular vision: to enact meaningful change in the financial lives of your employees. For some, the journey begins with the immediate uplift of having their pressing questions addressed. For others, it's a transformative process, evolving from financial worriers to financial warriors.

 

Packages
& Pricing

Connect for a Custom Proposal

I look forward to connecting. Please select your preferred contact method, and I will be in touch shortly.

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Schedule Your Complimentary 20-Minute Coaching Consultation

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This is where your journey to financial empowerment begins. In these 20 minutes, we'll lay the groundwork for your path to prosperity, so you can not just meet but exceed your financial goals.

Sweet Switcha:
The Lemonade Stand

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