Financial Coaching.
Why would you need a financial coach?
Money affects almost every area of your life. How to properly handle your money was not taught to every one.
It’s time to change the way you think about, handle and earn your money.
I’m talking letting your money giving you a sense of and actual security, and letting your money work for you.
Why choose me?
“You have the power.”
I am a firm believer that knowledge and organization together are power- over your life, time and finances. Individuals have their own unique passions. My passion is finance. My professional desire is to help individuals realize that the only tool needed to become financially secure is organization. An action plan and a goal embody financial security.
I’m ready to show you that the amount of money you make does not define your chances for financial success.
Investment:
$150
This fee includes a one hour consultation with me to formulate a personal finance plan tailored to you.
We will discuss your income, bills, assets, liabilities and financial goals.
Your Personalized Financial Plan will comprise of a zero based budget and my professional recommendations to get you on the right track.
DISCLAIMER: I am not a financial advisor and cannot provide any specific investment advice. Our coaching session will be for educational purposes to discuss the above topics.Financial Foundation Coaching:
Geared towards individuals whom want to learn and establish practices that create the lasting financial security and stability you need to design, build, and live the life you want. We will discuss:
The Finance Basics.
Your finance goals.
Your action plan.
Better Money Habits.
Debt Payoff Plans.
Financial Growth Coaching:
Geared towards individuals whom want to establish wealth and learn how to grow their money in the most practical, sustainable way. We will discuss:
Financial Goals.
What is Investing?
Types of Investment Accounts.
Deciding factors when choosing an Investment Account.
Compound Interest/Returns.
What people are saying
“Highly recommend using Carolin for help with your financial needs! She is extremely professional and the financial plan was extremely detailed and easy to navigate. I will be using her again in the future!”
— Deanna D.