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FAQ's

Frequently Asked Questions

  • We will meet over Teams video chat. It's judgement free and confidential focused on you and your finances. I am there to sometimes answer your questions, ask questions, help you get clarity, advise, educate, support and provide accountability. You don't have to have the answers.

  • Isn't investing too complicated for me?

  • There's no shame or judgment here, just empathy, encouragement, and guidance from a compassionate place. Remember at one time I was in the same place as you!

  • That's ok! I serve clients virtually wherever they live as long as they are comfortable meeting over video.

  • It definitely depends based upon your situation and what you are trying to achieve. After getting everything in place, managing your finances becomes less time-consuming. You'll spend less time working on finances in addition to not worrying as much.

  • A financial coach focuses on education, behaviorial change and mindset to empower you in managing your money effectively. Rather than managing money for you, I work alongside you to build your financial knowledge and skills to manage your money and build wealth.

  • You certainly can, but it takes a lot of time and mistakes to get there. I can help you get there faster with fewer growing pains and mistakes because I've been there myself.

  • That advice is meant for the masses. Personal finance is personal. One on one coaching understands your unique situation and needs, personalizing your money management system. Often, free advice is not applied properly without guidance.

  • Retirement is about transitioning into a phase of life where your financial worries are minimized, allowing you to pursue your passions and interests without the stress of financial constraints. Whether you want to travel, start a new business, or simply have more time for hobbies and family, proper planning sets you up to achieve those goals and ensures financial security throughout your life.

  • Financial coaching is about informing, educating, and providing options. I help you develop a money management system that suits you, keeping you in the driver's seat.

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