CFO at Home Financial Wellness helps you to become the CFO of your home!
1-1 and group Financial Coaching and Education services are offered offered using training, systems, and materials from The National Financial Educators Council, a leading provider of independent financial wellness resources.
Each of us has his or her own financial habits, situations, and attitudes towards money. In order to improve their financial health, I help individuals to:
- Gain a clear understanding of their current financial situation, goals, future needs, feelings, attitudes, and motivations towards money
- Develop Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) money goals
- Create actions steps to help work towards their goals
- Execute on their action plans (education and support provided throughout the process)
Financial Education workshops on various topics (debt elimination, building credit, investing fundamentals) are also available
Curious?
Schedule Your Complimentary Financial Wellness Call!
