how can I help you?
understanding your situation
financial
guidance
YOU ARE NOT ALONE
Understanding your financial situation is not only evaluating your income, expenses, and assets in order to get a clear picture of your current financial position, but to also understand what you may be going through financially, which may be causing stress and anxiety. I help people solve this.
I provide advice and recommendations to help you make informed decisions about your financial affairs which may include a range of topics, including budgeting, saving, investing, debt management, and planning for your future dreams and goals.
It involves providing information and education about financial topics, as well as suggesting specific strategies and actions that can help improve your financial position.
According to a survey conducted by the National Financial Capability Study in 2019, approximately 44% of adults in the United States reported living paycheck to paycheck, this number has increased since the pandemic and other situations. In another recent survey, nearly 78% of people are not prepared for an emergency over $1,000 and are overwhelmed with debt and financial obligations.
You are not alone. I will be your financial coach to work with you, provide practical assistance or resources, and help define your financial goals to help you support your success. Knowing that this program covers 8-months will provide an accountability partner, give you financial confidence and make better financial behavior choices to build your wealth.
What's next?
8 Months
During our 8-month consultation, we provide 8 steps along the way to help you succeed:
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