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 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.
• I’ll 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.
•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.