Focused on what God says about managing finances. Ramsey Baby Steps/budgeting used.
Financial Coaching with a personal touch
631 505-1132 leave a message,
Focused on what God says about managing finances. Ramsey Baby Steps/budgeting used.
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631 505-1132 leave a message,
I’ve had many positions, from Executive Sales Account Manager, at Hewlett Packard (HP), to the Director of Womens Services for Suffolk County NY and many jobs in-between. All in all, I listened and learned. Now it’s time to use God’s gifts, my vocation for Him.
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Book a Consultation
This is a hassle-free, no-obligation call to get to know each other a bit. It gives me a chance to hear more about your situation and specific needs and gives you a chance to see if we'll be a good fit.
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Once we outline your areas of biggest need, we'll work together to create a plan to help you reach your goals.
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True change comes when behavior is adjusted, not simply understanding concepts. I'm here to coach you along the way to help you reach your goals.
Please contact us if you cannot find an answer to your question.
A financial coach goes beyond the basic investment information to help you understand how to achieve your dreams. I focus on reducing your debt, giving you financial freedom. We can sit down and look at the best ways, baby steps, to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you. Consider this, it's not a money problem it's a behavior problem.
When choosing whether to meet with a financial coach, an investment professional, or both, we want you to think about what you want to achieve. Do you need help creating a financial game plan or establishing daily money habits like budgeting and getting out of debt? Work with a coach. Are you ready to hit wealth-building mode and save for your dream retirement? Then it’s time to meet with a pro.
The main difference between a coach and an investment professional is that a coach focuses on your behavior, but an investment professional will focus on your money’s behavior. You might be in a season of life where you need both—which is great! Your financial future is on the line, so do whatever it takes to get the help you need. No matter where you go, don’t make excuses—make progress!
Yes! it's never too early or too late. We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, wills and estate planning.
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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a free consultation.
Monday - Friday: 9am - 9pm
Saturday: By appointment
Sunday: Closed
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