Have you ever wondered where all your money is going each month? Or if you have enough money to think about buying a house, or to retire? Or perhaps you’re working with a financial advisor who has asked you to gather all of your information in preparation for creating a financial plan. Getting clarity about your finances can be a lot of work.
Enter the Finances Coach. I can help you identify your accounts, gather your information, and assist you with organizing it in a way that allows you to track the details, or see the big picture.
It’s a good feeling when you know where you stand, where you’re going, and how to get there.