Build my Prosperous Future - Financial Coaching Program

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I am excited to have the chance to improve your life meaningfully, taking the money stress away to make your personal finances easy. 

Our meetings are confidential and I will never judge you, I am your financial ally. Check my code of ethics.

 I work with you to identify and understand your values and behaviors, form meaning to your spending and share strategies and tools to improve your financial literacy so you can accomplish your dreams.    

I am an engineer with 30 yrs experience in consultative sales and 10 yrs using the Cash Flow Forecast tool of my creation to successfully avoid consumer debt and build my future. I am feeling thrilled and confident of my future knowing that my finances are under control. 

Build my Future Program :
Non-judgmental Guidance

Communication with your partner

Meaning of Prosperity for you

Your financial assessment

Financial Principles and techniques

Credit scores

Emergency Fund and Safety Net

Debt Reduction

Saving goals

Monthly Cash Flow Planning

Financial goals and saving for major purchases 

Investment Retirement Basics 

Preparing for life changes

Protecting your love ones

Our coach will guide you to be free from the emotional triggers that cause you spending trouble to effectively manage your personal finances. 

We will customize our Cash Flow Forecast tool to stretch your income and visualize spending consequences to keep you on track with your purpose and financial goals. This is a budget template preconfigured to save time and eliminate confusion with a wider reach to build your future today.

Our financial coach will inspire you to: follow through to develop new healthy financial habits, design and execute a life plan tailored to your personality, values and needs to create the lifestyle you desire.

You and your financial coach will create specific actions and goals every week to address any financial issues and to walk you through your debt payoff and prosperity plan.

 Enjoy both purposeful and guilt-free spending  with your new plan.

Feel in control of your day-to-day finances.  Be satisfied and secure with your safety nest, your prosperity roadmap, and have the financial freedom to the make choices that allow you to enjoy life.  

When you can absorb a financial shock   and are on track to meet your financial goals, you increase your financial resilience and self confidence.

 
We help you create accountability and   flexibility with your strategies as your financial situation changes. 

If you have questions at any time just contact our coach by email or talk during your weekly virtual meetings.

Your commitment to your own self-improvement and our coach encouragement will motivate you to build consistency and become the person in control of your money improving your financial well-being.