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What Is a Financial Coach?

Let me start by letting you know what a financial coach is not. We are not the same as other financial professional, rather than recommending investments and managing portfolios like an advisors we spend time helping clients get their finances in order. As a financial coach I help my clients with money management topics with …

Financial Fitness “How far are you?”

Grab a pen and paper and test yourself to see how financially fit you really are. You may be surprised to find something lacking and needing your attention. Answer each question with: 5 = Always 4 = Usually 3 = Sometimes 2 = Seldom 1 = Never 1. I have a bank or credit union …

Your Relationship and Money

Being financially successful isn’t because of your salary or the things you own. The biggest factor is you! How life mapped your emotional relationship with money. You could be a little nutty and squirrel away every penny, shop till you drop, buy and return, give it all away, or live on the wind; identifying the …

What’s Your Score?

This is a great pick up line but If you don’t have a credit history it will be hard to get a loan or even rent an apartment because you are invisible to lenders/renters and they have nothing showing your creditworthiness. To start building credit the first thing you need is at least one account …