Financial Coaching
Save to Splurge is all about gaining clarity around your money so that you can start managing it with confidence. Have a question that's not answered here? Don't hesitate to schedule a free call!
Financial coaching will provide you with a plan for your money. You will gain clarity around your finances, learn to align your spending with your values, and have me to support you each step of the way.
Think of a financial coach as the step you take before needing a financial advisor. An advisor typically focuses on financial products and investment strategies. A coach teaches you how to manage your day-to-day finances in order to build wealth for an advisor to manage.
Nope! My focus as your financial coach is on your day-to-day finances. I will never sell you investments or insurance (nor am I licensed to do so).
Definitely! All of our sessions are done either through video conferencing or over the phone.
As a recovering CPA, that is not a service that I provide at this moment.
We'll spend 15 minutes answering your questions, going over the coaching process, and making sure we are a good fit!