Momentum Shift Financial Coaching

Momentum Shift Financial Coaching Uncloud your finances to see a brighter future. When I'm not working, I enjoy playing tennis, traveling, and spending time with my family.

I am the 2nd generation of my family that has found success with Dave Ramsey's Baby Steps & Financial Peace University. Since 2012, I've worked in the financial services industry as an accountant, and I have been leading a Financial Peace University course at my church since 2018 in my spare time. More recently, I started asking myself: what would the body of Christ be able to accomplish in the co

mmunity if they were able to get this area of stewardship right in their lives? I realized I could do something about it, and I was trained as a Financial Coach through completion of the Dave Ramsey Financial Coach Master Training.

Personal finance is 80% behavior. If you continuously find yourself in downward spiral, it is time to make real changes....
03/27/2023

Personal finance is 80% behavior. If you continuously find yourself in downward spiral, it is time to make real changes. It doesn’t matter how much money you earn; it matters what you do with it. Throwing more money into a bad process won’t suddenly produce good results. Start making positive changes that will have long-term impact on your financial situation by focusing on the daily choices that you make.

As a Financial Coach, I’m passionate about helping people go further, faster, and with a higher chance of success than they could do on their own. I want my clients to be totally and completely present in the world that they live in without the stress of their financial situations. Financial Coaching is not a one-size-fits-all service. My coaching will be targeted to your needs and focused on your growth.

https://momentumshiftfinancialcoaching.com/

Congrats and excellent job to them! This isn’t a story of get rich quick investing. They paid down $7,000 in debt and sa...
03/11/2023

Congrats and excellent job to them!

This isn’t a story of get rich quick investing. They paid down $7,000 in debt and saved over $8,000 in cash, all while increasing equity in their home. This is a change in behavior that involved intentional planning and difficult decisions to delay gratification and embrace financial freedom.

This can be your story too!

As a Financial Coach, it is not my goal to create dependence on my services. In fact, it’s quite the opposite. My goal is to give you the knowledge, tools, and confidence that leads to thriving financial independence.

https://momentumshiftfinancialcoaching.com/

Read that again! The way to win with money is a little bit at a time over a long period of time. Consistency is the key....
03/04/2023

Read that again! The way to win with money is a little bit at a time over a long period of time. Consistency is the key. It might not seem fun or easy, but it is a sure way to wealth.

This is a biblical principle: “Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.” - Proverbs 13:11

Building wealth slowly also builds character and discipline. It helps you establish systems and a foundation to sustain it once you get there.

https://momentumshiftfinancialcoaching.com/

Experienced Money Coach in Winter Park to help you in get out of debt, learn to budget, money management, save more, plan for retirement, and create wealth!

Read that again! The way to win with money is a little bit at a time over a long period of time. Consistency is the key....
03/04/2023

Read that again! The way to win with money is a little bit at a time over a long period of time. Consistency is the key. It might not seem fun or easy, but it is a sure way to wealth.

This is a biblical principle: “Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.” - Proverbs 13:11

Building wealth slowly also builds character and discipline. It helps you establish systems and a foundation to sustain it once you get there.

https://momentumshiftfinancialcoaching.com/

That’s so right!
02/25/2023

That’s so right!

The key to wealth is to keep your expenses stable even as your income grows. Invest the extra money and attain financial independence ahead of others. Use your earned income wisely.

Follow on YouTube: https://www.youtube.com/c/MillionaireMindsetClub

Recessions are economic downturns that typically result in layoffs, pay cuts, and declines in the stock market. The best...
02/17/2023

Recessions are economic downturns that typically result in layoffs, pay cuts, and declines in the stock market. The best defense against a recession is a sufficient cash emergency fund. Make sure you have saved up 3-6 months of expenses in an emergency fund.

https://momentumshiftfinancialcoaching.com/

02/16/2023

This is spot on and great advice. Most people won’t want to hear it, but this one you need to lean into… no one cares what car you drive, but your future depends on decisions you make today.

It’s tax season! Don’t loan your money to the government for any longer than you must. File your taxes ASAP. If you are ...
02/10/2023

It’s tax season! Don’t loan your money to the government for any longer than you must. File your taxes ASAP. If you are receiving a refund, use it to get ahead. Buying material things or using it for lavish vacations you couldn’t otherwise afford is temporary. Being debt free or having an emergency fund creates security.

https://momentumshiftfinancialcoaching.com/

Accountability is the secret weapon of great coaches! As a Financial Coach, I won’t just help you build a budget; I will...
02/03/2023

Accountability is the secret weapon of great coaches! As a Financial Coach, I won’t just help you build a budget; I will help you live it. Together, we will create a plan customized to your situation with regular action items and checkpoints to ensure you are moving swiftly in the direction of your goals. I will help you go further, faster, and with a higher chance of success than you could do on your own!

https://momentumshiftfinancialcoaching.com/

Renowned businessman Peter Drucker often said, “you can't manage what you don't measure.” Change your perspective and yo...
01/24/2023

Renowned businessman Peter Drucker often said, “you can't manage what you don't measure.”

Change your perspective and you will change your situation. Millionaires don’t focus on their credit score; they focus on their net worth.

Net worth = total assets – total liabilities

Seeing your net worth move in a positive direction is a big-time motivator! Let me help you build a solid financial plan with checkpoints for receiving routine feedback and accountability that will ensure your success. Start today for a prosperous tomorrow!

https://momentumshiftfinancialcoaching.com/

Address

Winter Park, FL
32792

Opening Hours

Monday 6pm - 10pm
Tuesday 6pm - 10pm
Wednesday 6pm - 10pm
Thursday 6pm - 10pm
Friday 6pm - 10pm
Saturday 9am - 5pm

Telephone

+18632879864

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