Coaching
Transform Your financial future
Understand How Money Works for You, Your Family, and Generations to Come.
Looking for a 180 degree shift in your financial life? Need to make sure your money lasts so you can take care of your family? Want the peace of mind that comes from knowing that your money is working for you so you can focus on the people you love and the things you love doing?
Maybe you’re just starting out. You know that what you need to know about money was never taught in school, but when you’ve tried to Google you realize you don’t even know what questions to ask! You may have gotten a little further with Chat GPT, but you still don’t feel confident that you have the knowledge or a plan to start with.
Maybe retirement is looming. You’ve worked hard but your middle-class income hasn’t allowed you to save like you wanted. You may feel like you’re stuck and desperate to fix your financial life, but that it’s too late to do anything about it.
I created this offering just for you. For a one-time fee you’ll get 12 months access to MoneyWorks, my 8-module course that gives you all the knowledge you need plus action items to create your very own financial plan. Add an hour of my time if you want to meet after you’ve finished the course and we’ll review your plan together.
Ready to change your financial life?
Moneyworks program
1 - Financial Foundations
Money Mindset
Career/Income
Money Buckets
Net Worth
2 - Debt
Debt Basics
Bad Debt
“Good” Debt - Mortgage/Student Loans
Credit Score/Bankruptcy
3 - Spending Plan
Budgeting
Tracking
Kids are Expensive!
Inflation/Lifestyle Creep
4 - Savings Plan
Emergency Reserves
Short-Term Savings
Long-Term Savings
Interest
7 - Insurance/Estate Planning
Property & Casualty
Life Insurance/Annuities/LTD
Health Insurance/LTC
Estate Planning Essentials
8 - Financial Freedom
Workplace Retirement Plans
Individual Retirement Options
Social Security & Medicare
Calculating Your FF number & Maintaining Your Plan
5 - Tax
Federal Income Tax
State/Local Income Tax
Sales/Property/Other Tax
Filing Your Return
6 - Investing
Investing Basics
Real Estate/Income Property
Allocation/Diversification/Risk
Developing Your Investment Strategy
Limited space available for our next cohort.
Coming soon.
Get in touch through my contact page for details.