Youth Services
Building confident, capable students - through the test & beyond
I work one-on-one and in small groups to provide structured SAT prep and personalized academic support for high school students. Students build stronger test scores, core academic skills, and executive functioning skills.
Making Dollars + Sense
FINANCIAL COACHING PROGRAM
Work with me and my collaborator - a certified professional financial consultant - to strategically evaluate your financial landscape and create the roadmap for you to build wealth and achieve your financial goals.
THIS PROGRAM WILL PROVIDE THE
TOOLS AND GUIDANCE TO HELP YOU:
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Build a strong and clear financial foundation that supports long-term stability and growth.
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Gain a solid understanding of portfolio diversification, investing, risk tolerance, and how financial strategies shape your ability to achieve the security and freedom you desire.
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Achieve your goal of saving a secure nest egg and financial peace of mind for those unexpected happenings.
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Clear debt strategically, with a clear plan for prioritizing payments and balancing savings for retirement and other goals.
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Effectively fund financial goals of varying timelines using the right tools and strategies to manage your money.
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Feel empowered and confident in your money mindset, using financial resources to support your dreams with purpose and clarity.
TAILORED FINANCIAL COACHING
PROGRAM INCLUSIONS:
PHASE 1:
FINANCIAL EDUCATION & FOUNDATIONAL COACHING
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Customized Budgeting
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Develop a personalized budget aligned with your financial goals and priorities.
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Financial Goal Setting (& Achieving)
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Define and work toward financial goals, from emergency funds to major life milestones like retirement and vacations.
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Healthy Money Habits
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Build better financial habits by identifying money leaks, celebrating milestones, and adjusting strategies as life changes.
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Debt Management
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Create actionable plans to reduce debt and efficiently prioritize money management.
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Emergency Fund Planning
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Establish and maintain an emergency fund to ensure financial security and peace of mind.
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PHASE 2:
INVESTMENT EDUCATION
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Foundations of Investing
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Understand the basics of stocks, bonds, ETFs, mutual funds, and dollar-cost averaging to build your investment knowledge.
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Portfolio Building
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Learn how to create a personalized portfolio based on goals, risk tolerance, and examples for conservative, moderate, or aggressive allocations.
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Investment Vehicles
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Explore retirement accounts (401(k), IRAs), tax-advantaged savings (529 plans), and diversified brokerage accounts.
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Risk and Strategies
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Assess your risk tolerance, balance liquidity, and explore strategies like sector-specific, dividend-focused, and bond investing.
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Market Insights & Automation
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Understand market cycles, long-term growth, and how automation can simplify investing through recurring contributions and smart savings.
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Full program is six sessions in length.
Program cost begins at $600 with a la carte continued support as needed.
FINANCIAL COACHING:
REAL CLIENTS, REAL OUTCOMES
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Helped "AH" to achieve specific financial goals through shifting financial anxiety and insecurity into clarity and empowerment through tailored coaching, mindset shifts, and strategic action steps.
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Created aspace for "EF" to openly address financial challenges, turning a source of stress into one of freedom and ownership.
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Guided "MA" in developing a personalized budgeting approach that shifted their perspective from restriction to permission and confidence.
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Supported "KM" toward financial security, improving both their financial management and overall mental and emotional well-being.
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Created with "BS" a financial blueprint that aligned their actions with their financial goals, which created space and financial freedom, in the now.
