What I offer:
I am a personal finance coach in the South Bay Area. I coach and teach clients to become confident about their personal finance. It brings me so much joy to hear clients 'get it' after our session.
To give you an idea of how I can help you. Below are some of the goals we can work towards. This is by no means everything I do. Every individual is different so please call for a free initial consultation so I can better assess your needs and see if I can help you.
- Form a strong financial plan so you are in control of your finances
- Create a budget that works for you. It's all about positive cash flow, without this, nothing else can be accomplished financially
- Making sure you're maximizing all your employee benefits. Should I choose an HSA or FSA?
- Am I being tax efficient? I also offer tax preparation services indirectly through a professional tax preparer named Melissa Whaley. If you are interested in this service, please click this link. Please note, all the tax prep services will be done virtually.
- Should I maximize my 401k? Should I contribute to a Roth IRA or Roth 401k? Bet you didn't realize there was a Roth 401k did you? 😉
Are you ready to take charge of your finances? If so, please schedule a time for a complimentary 15 minute chat below. Once we establish there's a fit, you can schedule for a one hour session. For services I am not qualified to offer yet, I have a network of financial planners and tax experts I can recommend you to. I am more than happy to just chat so feel free to call me.
* I currently have a full time job so all my appointments are only on nights and weekends, either by video chat or in person (time and distance permitted). I work mostly with my clients virtually so all you need is a computer with good internet connection! You can be anywhere in the world as long as you are based in the United States for me to work with you.
I only offer two options as far as working with me. In my experience of working with my clients, it takes more than one session to change a habit, therefore I highly recommend signing up for a package unless you just need a quick consultation. My rate options are below:
- $360 - 3 sessions. Each session can last up to an hour. After you complete this package, you can continue receiving support from me for only $120 per session (up to an hour)
- $130 consultation for one session. Each session can last up to an hour.
* prices subject to change without notice
I do not offer investment management, I believe in teaching people how to manage their own money including investments instead of having someone else manage it for them.