I believe the best way to establish a rapport with your financial coach is by having insight into who they are. I graduated with my Bachelors Degree in Accounting and Finance then continued on to earn my MBA. My first position, post graduation, was with a CPA firm. I worked with small businesses and individuals completing tasks ranging from taxation to business operations. I took a job opportunity with a global manufacturing corporation and currently hold the title of controller. Along with growing in the industry I also began a family. My wife and I have four children together and understand the financial responsibilities that come along with having a larger family. Even before children though, we had to work through joining our finances as individuals first. It hasn’t been an easy road to travel but we’ve learned how to communicate our needs and goals better throughout our marriage.
We spent so much of our life telling ourselves “just a little bit longer.” With time we found that it didn’t need to be that way and with an open mind and a great deal of patience, from the both of us, we were able to find a middle ground. My wife showed me the aspect of personal finances that go beyond the number in your bank account. In turn I helped her see how daily financial decisions affect long term goals. This helped strengthen our marriage in ways we didn’t even consider beforehand.
About Empower Financial Coaching
Through all of the changes and new paths I’ve followed, the desire to help others has been my core driving factor. That is the cornerstone that Empower Financial is built on. We make it our mission to provide financial education and instill motivation to all regardless of economical means. By providing custom pricing for every client we aim to meet you where you are at in your financial journey. We will walk you through a program to gain financial wellness at your own pace with as much guidance as you need.
No person should live paycheck to paycheck, and sometimes that is all we know. I believe it just takes a little help to see beyond it. I want every client to achieve the life they want and not let debt, bills, or anxiety hold them back. Every person has the ability to take the first step they just need a little encouragement. One phone call could change your future and that is my hope for you.
What is a Financial Coach?
A Financial Coach works with individuals, couples or groups to address concerns related to the many different aspects of money. As a coach I will work to not only address your main concerns but to find the cause and any possible solution for whatever struggles you might currently be going through. We will simultaneously work on your money mindset to encourage life long financial success. I am skilled to help with a wide range of financial concerns, such as budgeting, debt reduction or elimination, bankruptcy avoidance, and credit building. I will also work to help get you and your loved ones where you want to be in life whether that is saving for a big purchase like a house, a car or vacation, or even moving into a new phase of life like marriage or starting a family.
As a financial coach I DO NOT directly handle investments or insurance, but can help to surround you with experienced individuals that will be able to provide you with any products that are needed and ensure a healthier financial future.