FAQs
Are you a financial advisor?
I am a financial wellness coach. I show clients how to organize and manage their household finances so that they are in a position to build wealth over time. I do not manage clients’ investments, nor do I provide investment advice.
How much work will this be for me?
Before the Clarity meeting, your prep work includes filling out several online forms. For most clients, all it takes is 30-60 minutes of prep.
Ongoing coaching is a bigger time commitment, with homework between regularly scheduled meetings.
Who are your typical clients?
Typical clients are busy professionals who are successful in their chosen fields but who lack the time and interest to put together a household financial plan that will allow them to achieve the dual objectives of living their best lives today and securing their future.
How can I afford this?
Most Americans - even high income earners - are living paycheck to paycheck because they do not have a plan for their money. The Clarity meeting will provide that plan and show you that you have room in your budget for expert advice that will transform your finances.
Are you going to sell me stuff?
No. As a financial wellness coach, I do not sell investment products or insurance. I provide unbiased guidance and I do not receive compensation from third parties or others as it relates to my engagement with any individual client.
Should my spouse be involved?
Yes! If you are married, both spouses are expected to participate in the Clarity meeting and ongoing coaching . If you’re not currently on the “same page” financially speaking, a Clarity meeting is a great way to level set. Winning with money requires couples to work as a team.