Who you are:
You make good money, yet you don't know where it goes. You still feel like you're living paycheck to paycheck.
You've dreamed about quitting your job but don't know if that's even possible. Forget retirement, that just seems like a dream.
You've dreamed about quitting your job but don't know if that's even possible. Forget retirement, that just seems like a dream.
What I offer:
I am a personal finance coach and Certified Money Coach (CMC)® in the San Francisco South Bay Area in Silicon Valley. I coach and help transform money behaviors for clients that no longer serve them so they can become confident about their personal finances.
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 a comprehensive list of what I can help you with. Every individual is different, so please schedule a free initial consultation so I can better assess your needs and see if I can help you.
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 a comprehensive list of what I can help you with. Every individual is different, so please schedule a free initial consultation so I can better assess your needs and see if I can help you.
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For first time clients, I offer three package rates to choose from below:
- One hour focused session for $325.
- Great for only one focused question. Example of this is: should I sell my house or not; a full audit of your current financial situation only.
- Four one-hour sessions at $1200. Effectively $300 an hour. This covers mainly practical financial coaching:
- Full audit of your current financial situation.
- Budgeting and building a strong financial foundation.
- Investment education - I believe the only person who should handle your money is you. My style is to coach and educate so you know how to take charge of your investments yourself. Thus, saving you the 1% average fee that you pay someone to manage your portfolio. Would you rather know how to do this yourself or have someone else do it for you? Remember, the only person who should care about your finances is you.
- Tax Planning, education and review - I review your previous year's tax return and make sure you understand your taxes and know how it's connected to your paycheck and overall finances. I also give you tips on how to minimize taxes for your situation. Tax preparation, however, is a separate service.
- Retirement Planning - the earlier you start, the better you are prepared for retirement later. I will teach you how to create your own retirement model so you can be confident about where you are headed and that your finances are on their way to support that retirement you have been dreaming of.
- Eight session package that can last up to 3 or 4 months for $2000. Effectively $250 an hour. This is recommended if you have money behavior issues to work on.
- This includes everything in the description of the four session package above PLUS money behavioral coaching.
- Almost anybody can benefit from this since it brings awareness on how your history has played a role in how you handle money now.
- Behavioral coaching is definitely required if you have debt (excluding mortgage) and have a hard time getting out of it. No amount of practical financial coaching can help to get you out of it if we don't deal with the underlying cause. Debt is just a symptom.
- You get the best of both worlds. We will work on the practical aspect of your finances plus the behavioral aspects as well. You can say money coaching is *almost* like financial counseling.
- We deep dive into your history and work through the traumas and heal the past so you can transform your relationship with money and have lasting changes.
Completion of the eight session package above will qualify for ongoing support of $250 an hour session, otherwise it will be the regular $325 an hour rate. Quick questions are welcomed by email after the sessions are completed.
My mission is to help anyone who is ready to take control of their finances, regardless of income so I do offer income-based discounts. Schedule a call to find out if you qualify.
I am also an IRS Enrolled Agent. Being an Enrolled Agent gives me unlimited rights to represent anyone in front of the IRS, just like a CPA and Tax Attorney has. My focus is on giving an individual the best advice when it comes to taxes and to help my clients plan their taxes wisely.
Are you ready to take charge of your finances? If so, please schedule a time for a complimentary 15-minute video chat below. I am more than happy to just chat or answer any questions you may have, so feel free to set up time with me by clicking below.
I do not offer investment management, I empower my clients to manage their own money instead of having someone else manage it for them.
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