FINANCIAL WELLNESS

CFO at Home now offers Financial Wellness Coaching to help you become the CFO of your home! Currently, 1-on-1 Coaching is being offered using training, systems, and materials from The National Financial Educators Council, a leading provider of independent financial wellness resources.

Because each person has his or her own pre-existing financial habits, relationship with money, and current financial situation, I help you work towards financial health by: 

1. Helping you:

  • Get a clear understanding of your current financial situation, goals, future needs, and psychology (feelings, attitudes, and motivations towards money)
  • Define, establish and prioritize Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals
  • Create actions steps to help you work towards your goals 

2. Providing you with personalized education, guidance, accountability and support throughout the process

Curious?

Schedule Your Complimentary Coaching Call!