services

TAKE CONTROL OF YOUR
FINANCIAL WELL-BEING

My role as a financial coach is one of Coaching, Advocacy, Reassurance and Education. I will also be your accountability partner. Together we will establish realistic financial goals and work on solutions to obstacles we may uncover along the way.

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You don’t have to do this alone, let me help you. As your financial coach, depending on your needs, I will...

Jane offers years of experience and financial training, quality service and reliability plus a personal commitment to serving her clients.

- Tracey S.

How I can Help you

As your coach, I will be there every step of the way to help you achieve your financial goals.

You don’t have to do this alone. Let me help you attain financial peace of mind.​

The Process

01

Free Consultation

We meet for your 30 minute free consultation. My goal here is to learn about you and your financial concerns. I explain a little about myself, what I do as a financial coach and how we would work together. After our meeting I will send you a formal proposal with my fee schedule.

02

Action Plan

If you decide that you would like to work with me. I will send you a short questionnaire to fill out and ask that you send it back to me before our meeting. The first meeting we have will be two hours. During this time together we will take a deeper dive into your financial concerns and what you are expecting to accomplish. From this I will construct an action plan to transform the concerns you have  into practical short-term and long-term goals.

03

Organize

The first step toward meeting your financial goals is to ensure your finances are organized. I will provide suggested ways to organize all of your pertinent financial information in preparation for unexpected life events. I will discuss with you the action plan I devised and check with you to make sure that my plan is in line with what you want to accomplish. Expectations will be also be discussed as well as best practices on how to move forward.

04

Accountability

Part of my role as a coach is to hold you accountable to ensure your success in reaching your goals. We will meet for one hour once a week the first month. Then shift to one hour every other week in the second and third month depending on your needs and progress. If we don’t have a meeting scheduled for that week I will check-in via text, email or phone. You may also reach out to me at any time with any questions you may have and I will respond within twenty-four hours.

05

Connect with Professionals

Depending on your goals and situation, it might be necessary to connect with professionals to help guide you with regards to estate planning, insurance plans (life, medicare, disability, long-term care),  tax preparation, and/or comprehensive financial planning. If this is the case, I will provide you with the names of trusted professionals in the area that you would like assistance. In addition, for these meetings, we will prep for the topic being discussed.  If you would like, I can also attend the meeting with you as an advocate.

Jane listened without judgement. She put my finances in perspective. We made goals without pressure but yet she made sure I stayed focused.

- Leslie C.

Take charge of your financial well-being

As a financial coach, I will provide you with the skills, discipline and knowledge to take charge of your financial well-being.