Personal Financial Coaching Services
Imagine trying to navigate a car without a dashboard. How would you know how fast you're going, if you have enough fuel, or if there are any warning signs ahead? Just like a dashboard is essential for driving, establishing a financial dashboard is crucial for managing your financial journey.
My Financial Coaching services are tailored to empower individuals and families to make informed decisions about their finances. We start by comprehensively understanding and documenting your financial status, creating a dashboard that consolidates all your accounts, assets, debts, investments, and net worth.
Think of this dashboard as your Money GPS, gathering all your financial information in one place to provide clarity and direction. With a clear understanding of where you stand financially, we can then collaborate to identify priorities, set goals, develop budgets, forecast growth, and chart a course to help you achieve your financial aspirations.
Through financial coaching, you'll enhance your financial literacy, gain better control over your finances, reduce debt, save for the future, and pursue other financial strategies and objectives. Let's navigate your financial journey together, ensuring you're on the right path to reach your financial goals.
Available Financial Coaching Programs:
• Personal Financial Dashboard Installation & Setup
• Budgeting & Expense Control Management
• Developing Financial Goals and Strategies
• Credit Card Debt & Loans Scheduling and Payoff Strategy
• Personal Financial Special Projects & Consulting
Press the Green Button to set up a quick 15 minute call
to discuss your questions, projects and concerns.
At LifeSaver Financial Services, we recognize that estate planning often presents individuals with two options: engaging an expensive estate planning attorney or adopting a Do-It-Yourself (DIY) approach under the guidance of a Personal Financial Coach. Our mission is centered around empowering clients to pursue the DIY route with our support and expertise."
When it comes to planning for your financial & estate legacy, being proactive is key. Many individuals lack access to the essential knowledge needed to navigate this process effectively.
Estate planning is recognizing this need, we provide you with access to a comprehensive, all-digital estate planning program designed to help you create your own estate plan portfolio. This program outlines every crucial step in developing an estate plan to safeguard your assets and facilitate a seamless transition to future generations. This will minimize the emotional and financial burdens for your loved ones.
Estate planning transcends financial status—it's about ensuring your family's well-being during challenging times. We're here to assist you in crafting a secure plan that reflects your unique needs and aspirations. It all begins with a simple conversation.
Click the 'Set Up a Call' button to discuss your specific goals,
and learn more about how this works
Or, start the process immediately by clicking the 'Free Trial' button below. Be sure to reach out to me to obtain a discount code to save some money on the program!
