We are NOT financial advisors or financial planners who focus on implementing financial products and strategies. We are NOT financial advisors who help manage wealth that already exists.
We help those with credit card debt, no emergency savings fund, and no idea of how much money in coming and going. That person is not a good fit for a financial advisor, but that person DOES need a financial coach, so we are here to help!
We ARE financial coaches who focus more on the basics of personal money management, behavioral change, and accountability to a spending plan. Our job is to provide you with the knowledge, skills, and behaviors that will help build wealth before you need a financial advisor or planner.