Are finances keeping you from the goals you want to achieve? It's time to learn how to use money intentionally, to live that dreamed life. You can use it to proactively create the life you want or be afraid of it and always see it as a roadblock. If it's the latter, know this—it doesn't have to be. Instead, you can learn to use it as a tool to create meaning, purpose, and freedom rather than see it as a limiting factor in your life.
We start with the goals you have for yourself and your family. Then, I can teach you a step-by-step, digestible plan to reach those goals. We'll break down complex topics in an understandable way that will benefit you now and in the future.
We can also look at any areas where you might have blocks about money. These blocks come from our emotions and beliefs and can cause us to make decisions that aren't in our best interest. Learning this can change your financial mindset and your future.
We can talk and breakdown topics that include:
Emergency Fund and Why
Addressing Immediate Issues
Your Company Benefits 401k/HSA/RSU/ISO
All Aspects of Investing and How-To
Second Opinion on Finacial Advisors Recommendations
If you don't see your topic here, ask me. We can work on it together.