ACHIEVE FINANCIAL SUCCESS
Financial coaching will help you reach your goals
I am a Dave Ramsey Preferred Financial Coach ready to help empower you to take control of your financial life.
MY STORY
Trusted Financial Coach
I have completed the Financial Coaches Master Training at the Ramsey Solutions campus in Brentwood, Tennessee
THOUGHT-BASED APPROACH
Support That Makes a Difference
HOW DO I KNOW IF I NEED A COACH?
If you need information - We all want to make the best decisions with our money, but we don't always have all the right information. As a financial coach, I do not sell any financial products. This ensures you unbiased help without worrying about getting a sales pitch as well.
If you need hope - Few things kill our hope more than being in the midst of a financial problem. Financial coaching is built to inject hope into your situation and to help you gain the confidence to overcome the scariest problems.
If you need motivation - So often we find that we know what we should be doing with our money, but we don't do it. There's a disconnect between our head and our heart. Financial coaching gives you one on one help and accountability. We aren't made to go it alone.
to your student loan payment. And don’t be shy or feel ashamed.
HOW DO I PREPARE FOR MY SESSION?
Don’t worry about gathering years of tax documents and bank statements before your session. I will email you a few simple forms to fill out and submit beforehand.
So what’s on these forms? One is a short money snapshot and the other is a basic budget. The money snapshot will tell me how much you earn, how much debt you owe, and your top concerns or questions for our session. The budget is a list of everything you spent last month—from your water bill to your student loan payment.
Remember you are not "graded" or judged so providing accurate information leads to excellent results.
WHAT WILL HAPPEN DURING YOUR SESSION?
When you arrive for your session, I will have already reviewed your forms. After getting to know you for a few minutes, I will dive right in to your most pressing financial issues.
Since every client has different needs, every coaching session will be different. Some topics, however, overlap, like communication, debt elimination and saving for education or retirement.
Most clients need to focus on creating a realistic budget. That means thinking about purchases that frequently bust bank accounts, like birthdays, vacations and even Halloween costumes. I want you to plan for these expenses instead of forgetting about them and falling back on credit.
WHAT YOU WILL WALK AWAY WITH!
Successful clients move the needle as soon as possible after their session. That’s why I will give you action steps to follow almost immediately. These might include tweaking your budget, creating a debt elimination plan, and setting goals for the next few years. We may brainstorm additional income opportunities to pay back debts faster (a second job) and smart ways to stay out of debt in the future (in-state college for the kids).
Keep in mind that you won’t leave your session with all your issues magically solved. But you will leave equipped to solve them yourself. Think of your financial coach as a personal trainer. He or she will show you what to do and how to do it, but the heavy lifting is up to you.
And the payoff? When you realize, you did it—all by yourself.
“It’s what you learn, after you know it all, that counts”
John Wooden
GET IN TOUCH
1408 Piedmont Way
Tallahassee, Leon County 32308
USA
(850)296-9188
