12/07/2020
I am not an advisor, I am a coach
You may be wondering what the difference is between a financial advisor and a financial coach. I’ll start by telling you what I won’t do. I wont call you from my office and try to sell you the next amazing stock that may or may not make you a ton of money. I won’t ask you to trust me with your retirement plan. I won’t go on and on about bitcoin.
Investing is a good thing, it’s a part of building wealth and an inheritance for your children, but that’s not what I do.
I will sit with you as we go through your income and expenses, and together we draft a budget. I help you find room to build your emergency fund. We work a plan to get rid of debt in a shorter time than you would believe possible.
That is only the beginning, now comes the fun part. With all that money in your pockets now, a three to six month emergency fund, we can plan the retirement of your dreams. Now we can work with investment professionals to create wealth. Do you have a charity that speaks to your heart? What could you do if you had the time and the money to answer God’s call to give and to serve?
I give you the tools to be the hero in your story. I have a few spots before the holidays, book an appointment with me today.
