As an AFC® and Finance Coach, I work as a fiduciary to teach my clients financial skills they will use for a lifetime (and can pass on to their families). I work together with my clients to create holistic financial plans that include everything from addressing money mindset, review of job benefits, investing, budgeting and more.

A financial advisor is a professional who manages a client's investment portfolio or gives specific advice on doing so for fee.

I have previously held my series 7 and 66 security licenses that financial advisors have, and have worked with a bunch of great (and not so great) FA's over the years.

In my experience in a corporate setting, my clients see better results with me as their coach, than as their advisor or banker.

This is because in a coaching relationship we have more time to dive into learning about financial topics- because to own your goals, you need to have the knowledge to achieve them. In addition, coaching is extremely personalized- where as most FA's are trained to provide standardized advice.

Turns out I'm not the only one. In a 2017 study done by the University of Wisconsin, showed that a majority of participants who underwent financial coaching saw increased levels of financial confidence & goal formation, budgeting skills, increased savings and decreased debt loads.

With 12 + years in finance, I've had the ability to help hundreds of people, in many different situations, create successful financial plans. This means I'm going to have multiple options for your financial situation. I don't practice one-size-fits-all finance and each plan is individually tailored to you.

Holistic is a term used to refer to all aspects of a person, so unlike other programs that just focus on a 'budget' or 'paying down debt' we'll touch on all parts of your financial journey to make sure your money is working together and invested to serve you best.

Personally, my money situation didn't change until my mindset changed. This is why my program ties together the mathematical and mental aspects of finance.

I also like to focus on balance! This means making sure you have money to do what you LOVE and take the time to CELEBRATE your success!

I get it, you might be having a hard time saving money, why add in another line item?

Here's why:

1. This program is a personal investment, and one that will pay for itself within a few months and continue to to serve you for a lifetime in the form of:

• Spending less and more intentionally
• Saving time and fees by learning the ins and outs of investing
• Having a systems that make money management easy
• Increase in credit score
• Increase in retirement savings and compound interest
• Money mindset changes
• Decrease in interest charges or fees
• Lower stress
• Better relationships
• Improved lifestyle

2. Sometimes we have the information we need, but we're still not making the change. Working with a financial coach can help remove your money mindset blocks and keep you motivated with consistent accountability and positive reinforcement. 

3. Many of us still carry a lot of shame and guilt over money fails. This is a limiting belief that we'll help squash in your coaching program. People hire professional help -trainers, nutritionists, designers, etc. because they need guidance and want results quickly without wasting time. 

Working with a financial coach can give you faster results with your money (check out review from past clients for more on this)! There is so much content about personal finance out there. In the time it would take to review it all, you could have already have completed the program and reaping the benefits for years! In other words, you get the results that you pay for.

Out of everything to invest it, shouldn't you and your financial wellness be on top?

Before we start your coaching program I'll have you fill out a short form and we'll jump on a free 20 minute call to chat and make sure we're a good fit!

After that, we'll schedule our first coaching session where I'll help you get clear about your current financial situation and create your SMART goals!

In addition to the 16 week Holistic Financial Coaching program, I also provide 90 minute strategy sessions for clients.

This is where we dig into the numbers and develop SMART goals. This is a great option for clients who need guidance on one specific topic or question.

In some cases I can offer flexible packages. Let's start by having a chat about your needs. You can schedule that here.

I'm an Accredited Financial Counselor® and I've been working in the financial services industry for over 13 years. In that time I've helped hundreds of clients, worked with many millionaires, taken numerous trainings & read over a dozen personal finance books to sharpen my skills.

I previously held my Series 66 and 7 Investment licenses while working in Private Banking- where I primarily worked on retirement planning.

I graduated with an MBA focused in finance in 2017 and in 2022 completed all Certified Financial Planner education requirements.

I've also been through my own financial rollercoaster! I knew how to manage money for years, but it wasn't until I was able to work on my mental and physical health that I was able to start taking action to accomplish my own money goals.

After using the same skills I used to help millionaires as a Private Banker, I was able to pay off over $35,000 in debt, increase my net worth by $250,000, increase my income by 45% and purchase 2 rental properties in only 6 years!