I show you how to save money without sacrificing what you enjoy, budget for the future without feeling restricted, develop healthier financial habits that set you up for success, and use financial resources to help you meet your goals.
Save to Splurge is all about gaining clarity around your money so that you can start managing it with confidence. Have a question that’s not answered here? Don’t hesitate to schedule a free call!
What can I expect from financial coaching with you?
Financial coaching will provide you with a plan for your money. You will gain clarity around your finances, learn to align your spending with your values, and have me to support you each step of the way.
How is a financial coach different from a financial advisor?
Think of a financial coach as the step you take before needing a financial advisor. An advisor typically focuses on financial products and investment strategies. A coach teaches you how to manage your day-to-day finances in order to build wealth for an advisor to manage.
Are you going to sell me stuff?
Nope! My focus as your financial coach is on your day-to-day finances. I will never sell you investments or insurance (nor am I licensed to do so).
I don't live in Florida. Can I still work with you?
Definitely! All of our sessions are done either through video conferencing or over the phone.
Will you file my tax return since you're a CPA?
As a recovering CPA, that is not a service that I provide at this moment.
We’ll spend 15 minutes answering your questions, going over the coaching process, and making sure we are a good fit!