Financial Counseling Session
Need some guidance to get your financial goals in focus? Let's set up a session.
Financial Counseling Sessions are designed to:
- Educate clients in sound financial principles.
- Assist clients in the process of overcoming their financial indebtedness.
- Help clients identify and modify ineffective money management behaviors.
- Guide clients in developing successful strategies to achieve their unique financial goals.
- Support clients as they work through their financial challenges and opportunities.
- Help clients develop new perspectives on the dynamics of money in relation to family, friends and individual self-esteem.
There will be no discussions or advice regarding specific investment products or funds. I am not licensed for that purpose. My coaching is designed to educate you so that you can make sound financial decisions for yourself.