Joyful is the person who finds wisdom and gains understanding.
For wisdom is more profitable than silver and
her wages are better than gold. – Proverbs 3:13-14
Charting The Waters
Everyone can use some guidance to find their way through financial waters. Here are several options for you to start your journey to financial peace. Call me at 562-556-1227 or click here to schedule your complimentary consultation now.
Basic Money Coaching
This guide will help you plan for emergencies, overcome debt, establish winning money habits, and set goals for your future.
Financial Crisis Coaching
If you find yourself in a financial situation you didn’t anticipate, this plan will help you address money challenges, develop a plan to meet your immediate needs, and find hope for your future.
Small Business Coaching
Together we will review your current business situation, develop a cash flow plan, reduce debt, and prepare for emergencies, just like you do for your personal finances.
Kids and Money
Coming soon! Simple steps to start teaching kids how to take control of their money now. Email us at [email protected] to add your name to the session list now.
Planning for College Without Debt
Coming soon! It’s never too early to start, and we’ll help you and your kids develop a timeline that everyone can work towards. Email us at [email protected] to add your name to the session list now.
Be sure to check out the Resources page, where you’ll find links to useful sources.
Please note: As a financial coach, I do not sell investments, insurance or any financial products. I coach on a fee-for-time service. My service will more than pay for itself over a short period of time.