Our goal is to help business owners manage and understand their finances.
Our goal is to help business owners manage and understand their finances.
845.204.4896
Financial Coaching
Most of us don’t receive the proper financial education we need to master our money. We grow up, get jobs, have bills and suddenly, we are overwhelmed with the feeling of having no control or say of where our money goes. We help individuals by teaching them the skills they need to take control of their money. From figuring out your spending habits to understanding your choices and creating a plan for success we are here each step of the way to help you succeed in meeting your financial goals.
Has your life changed recently? New job, marriage or divorce, children or other changes? Financial tune-up is a great way to check-in and make sure you are on track to meet your goals. Meet with our coaches for 1-3 sessions to review your current processes, goals and make a plan for the future
Financial Tune-Up
Coaching support is great when you don't even know where to begin. Whether you are trying to buy your first home, get out of debt or just want more accountability with your money. Commit to improving your finances over a period of time and receive on-going support, education and tools to meet your financial needs.
Coaching Support
Congratulations on your Engagement! Before you book a venue, buy a dress or settle on flowers meet with a coach to help you financially plan for the biggest day of your life. A coach will be with you along the entire wedding planning process to help you make your dream wedding come true.