Financial Coaching - discontinued
I'm no longer taking financial coaching clients.
Discovery Call 10 minutes call - Free
Credit Review Call or Video 7-15 minutes call, meeting, or video call - Free
Homeowner's Planning & Strategy Call 25 - 40 minutes call, meeting, or video chat - Free
Monthy Budget Planning and Budget Meetings 30 minute monthly call, weekly check-up texts, Budget Spreadsheet updates and monthly review $30/month*
*Full disclosure - I'm not in the Financial Coaching business to make a living but rather to serve people who desire to someday become finanically competent homeowners who also desire to grow toward financial stability. I'm in the mortgage business because I believe that there's no better tool to build weath and financial independance in America today than primary / principal residence real estate. So, as a financial coach working toward becoming a homeowner will be our first goal. If you are already a homeowner, we may still work well together but let's figure out in our discovery call if we have a great path forward or if it would be better for both of us to refer you to another local financial coach.
Here are a few simple tips:
- Credit Cards are a wonderful tool.
- Credit Cards need to be paid in full every month or cut up.
- Debit cards are more dangerous than credit cards - trust me.
- Convenience is expensive - Stop paying a premium for convenience - convenience stores, expensive coffee, delivery, etc.
- $2000 in the bank - You can buy with ZERO down, but I need you to have enough in the bank to cover the appraisal, due diligence and earnest money up front.
- Spend less than you make.
- Stop renting Real Estate - an argument can be made for renting textbooks, cars, boats, planes, and other items that depreciate but Real Estate often appreciates. Buy assets, rent liabilities.
- You already know - Take some time and look over your finances and pretend you are someone else hired to help you manage your money. The advice you would give yourself is probably right - the discipline to do it is the challenge.
IF YOU NEED MY HELP - CALL ME - I'LL HELP ALL I CAN WITHIN REASON.