What can I expect from financial coaching with you?
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.
How is a financial coach different from a financial advisor?
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.
Are you going to sell me stuff?
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).
I don’t live in Florida. Can I still work with you?
Definitely! All of our sessions are done either through video conferencing or over the phone.
Will you file my tax return since you’re a CPA?
As a recovering CPA, that is not a service that I provide at this moment.