About:
Are you ready to change your mindset about your personal finances? If you are, you are in the right place. I will teach you to create your budget, review monthly expenses, and even give budgeting advice. I have completed the requirements set through the Certiļ¬ed Financial Education Instructor program consisting of 3 Continuing Education Units (CEU) / 30 Professional Development Hours (PDH).
With my financial mindset coaching services, you’ll receive:
- A few suggestions to improve your current budget (Basic)
- Help to download your spend and create your budget spreadsheet and answer any budgeting questions (Standard)
- A review where you are, create your budget, schedule a 1-hour virtual meeting, and follow up meeting. I will share my calendar to set a date to virtually meet. (Premium)
Financial coaching will change your mindset.
Gain the confidence that comes with changing your mindset. I’ll make understanding your budget easy and help you take it to the next level.
Contact me now to discuss your needs.
*Disclaimer: The content provided is for informational and educational purposes only and should not be construed as professional financial advice.
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