Coaching Style

The Friendly Financial Coach offers a unique program that focuses on empowering you with the ability to master your finances and achieve your life goals. 

Coaching sessions are completely private, in-person and customized to meet your individual needs.  All of the coaching sessions are conducted in a non-biased atmosphere with a focus on you. We are not paid any commission or sell any financial products, so you won’t have to worry about any sales pitches. Ultimately, our main goal is to get you where you want to be.

Our coaching sessions have two primary focuses;

  • Helping adults build or increase their financial independence by empowering them with essential skills to master their finances.
  • Teaching foundational financial literacy to youths to understand and prepare them for the financial road that they will encounter during their lives.

Once done our coaching sessions, you will become proficient in the desired financial skill, such as; Successfully Creating and Maintaining a Financial Plan, Understanding Home Purchase Finances, Saving For a Child’s Education and more.  

All coaching sessions will be customized to meet your individual financial needs and answer all of your questions. We will provide you with all the information and support needed to get you where you want to be.

Our custom coaching sessions are created by an experienced Financial Coach whom has over ten years of experience in the Financial Industry, with the majority of this experience helping families and individuals achieve their life goals as a Financial Advisor.

More information about or unique financial coaching sessions can be found here.

I hope to meet you soon!

The Friendly Financial Coach