As a coach, I act as a financial trainer, giving you the best “workout regimen” so you can continue to do it yourself, week after week.
• I will advise you in various areas of your financial life including: banking, lending, investing, saving, real estate and starting a business.
• I will guide you on how to improve your credit score. I'll also facilitate your preparations for a lending event.
• I will review your investments and make suggestions to enhance your approach.
• I can help you navigate your next real estate investment, and aid you in determining the overall quality of the investment.
• I can provide live on-screen tutorials to teach you to use financial software and, more importantly, how to interpret and make use of the results. This includes: reading reports, analyzing the data, tracking against your budget and adjusting your habits to improve your results.
• We can speak on the phone or Skype to tackle the above. Depending on your preference, I can lead the call or it can be a Q&A session led by you.