While financial advisors generally manage wealth, as a money coach and mentor, I provide the education and guidance my clients need to build wealth. I help my clients understand the basics of personal money management and how emotions and behavior can and do affect their saving and investing decisions – and, ultimately, their ability to achieve financial independence. In the end, my goal is to empower my clients to make informed money decisions on their own. I help them develop the skills they need to “steer the ship” and “stay on course.”
As a money coach and mentor, I do not prepare long, complicated, static, and emotionless financial plans for my clients. Rather, I serve as a kind and reliable source of guidance and support for my clients as they prepare for and make (as we all must) difficult, meaningful money decisions in the ever-changing landscape that is life.