Looking for guidance on which financial path to take?
Get personal coaching for your personal finances
I offer personal finance coaching for individuals, couples, and families in the greater Los Angeles area. Working one-on-one with people, I provide education, analysis, and options based on their specific needs. The coaching covers all areas of personal finance including budgeting, career & entrepreneurship, risk management, managing debt & your credit score, and personal education on investments and potential tax implications.
No matter what your goals, you can achieve them with the correct guidance. Many students who have gone through my program have had amazing personal results. One student paid off over ten thousand dollars in credit card debt in four months, which was eight months earlier than his original goal.
Another student made his top priority being able to afford a family vacation, which they hadn't done in seven years of marriage. He was able to take his family of four on a vacation that next summer, and was already on track to afford the next family vacation a year later.
I have developed and refined a proprietary budgeting system that will help guide you through creating a personal budget that is based on the lifestyle and goals you want and find important. This is not a budget designed by a math expert to maximize your finances. You'll develop your own budget based on the priorities you have in your life and the lifestyle you want to maximize.
Career & Entrepreneurship
One of the most important aspects of financial planning is growing your income. I have helped thousands of students and employees develop their careers and build their businesses. Getting good guidance is key to improving your income; whether you need help with resumes and interviewing, strategies for asking for a raise, guidance in building a business, or just need someone to bounce an opportunity off of.
Managing risk is just as important as growing your income or investing wisely. Building a strong financial base includes making sure that disaster doesn't come and take it all away. There are four methods of managing any risk, with insurance being the most expensive one. Get help understanding how you can best manage the risks in your life and when insurance would be an appropriate option. (Coaching will not provide advice on whether to purchase specific insurance policies, but does include specific education on how to choose proper insurance.)
Debt & Credit scores
Proper debt management is one of the most important factors in building a strong financial position. Debt can be a tool to help you build long-term wealth, such as home loans and student loans. Debt can also be a devastating force in your life, draining you of financial resources and causing stress between spouses and family members. Coaching will help you manage debt appropriately, differentiate between good debt and bad debt, and prioritize what debt to pay off first. You'll also get help understanding and managing your credit report.
Investing is probably the most desired form of coaching. If you are looking for education on investment strategies, options, and alternatives, I can help. I do not sell investments, nor do I offer specific investment advice. Instead of a sales pitch of investment products, you'll get personalized education and an understanding of how to develop an investment program designed to achieve your goals within your tolerance for risk.
Coaching clients receive education and strategies on the tax implications of their decisions. Taxes are one of the major factors that influence wealth-building, and understanding tax efficiency and tax avoidance (the legal one) strategies are of vital importance. I can help you better understand potential tax implications, but I am not a CPA and do not offer tax advice. Coaching clients are highly encouraged to engage with a qualified tax professional for filing their taxes.
Contact Me for a Free Coaching Call
If you are interested in receiving personal coaching on achieving your goals, please contact me and we'll schedule a free half-hour coaching call.
During the call, we will talk about your goals and begin to discuss a plan for how you can achieve them.
Free DIY Help
You can also sign up for the Purposeful Finance Challenge and work toward you goals for free. Each week I'll provide a financial challenge that will help you move one step closer to the goals most people have for their financial lives.