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Services
Financial Coaching
Individual coaching to secure your financial future
So just what is financial coaching? A financial coach helps you achieve success not just through advice and recommendations but by providing you with a deeper understanding of all aspects of your money. It's an approach that encourages you to build healthy habits and relationships with your money as well as with those who take part in your financial decisions. It includes encouragement, accountability, and a goal-oriented, custom-tailored plan designed for success.
Accredited Financial Counselors designated through AFCPE® are fee-based, not commissioned, so they won't steer you toward products and services that may not be in your best interest. They provide unbiased financial information. As an MBA and an AFC, I take a holistic approach by educating and assisting you to make sound financial decisions -- building your Wealth from Within.
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You want to spruce up your credit report and credit score.
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You need to get out of debt and take control of your finances
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You want to save money but don’t know where to start
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Your finances jeopardize your security clearance
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You and your partner aren't on the same page about money
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You’re wondering if you’re saving enough for retirement
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You are an identity theft victim
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You’re losing sleep over your financial situation
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You've lost a loved one who made the financial decisions
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You're faced with divorce and need a financial strategy
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You want to start a graduate or marriage off on the right financial foot
Rates
I offer a variety of counseling and coaching options tailored to fit your needs. My coaching starts with an analysis to accurately gauge your current financial situation. From there, we set goals and map a road for financial wellness to ensure long term success. An investment in your financial wellness now will be returned many times over. Rates are tailored to meet your needs, and packages are available upon request.
Financial coaching packages make great wedding/graduation gifts!
Client Testimonials
As a professional Financial Counselor, I aim to provide exceptional service and deliver outstanding results. I enjoy helping my clients achieve their goals. See what my satisfied clients have to say about the work I’ve done, and contact me today to see what I can do for you.
"Gina has been very helpful and has provided great insight into our financial position. She motivated us to focus on our overwhelming student loan debt putting us on a path to pay it off in the next few years. We are now saving for our future, and are able to play in the present. We greatly appreciate her advice and instructions."
Amy P.
"Without Gina we would still be floundering to pay off high medical payments. Instead we have been able to get our finances in order and are much better prepared for our retirement. She was able to help us refocus our priorities and work together to achieve our goals. She was so easy to work with!"