Phoenix Path to Prosperity LLC
Understanding your financial goals and building the path to get there!
What is financial coaching?
Financial coaching involves working with a coach to explore and solve money related issues. These could include the financial experiences you had growing up, or at any point in your life, that affect your experience with and feelings about money today. I will help you understand the negative feelings you may have around financial matters, and will help you move past them to create a healthy space today and for the future.
Financial Coaching is not a financial advisory service. I do not provide investment advice. I do provide education on financial products to help you understand your options and make good decisions.
Why would I work with a financial coach?
You may have questions about money, savings, retirement, job security, and financial knowledge that make you feel anxious. Many of us do!
I will work with you to understand your concerns and feelings, and to develop a plan to build a secure financial reality for yourself.
We will develop a plan tailored to you. It could be a plan to reduce credit card debt. To save to buy a house or for college. To plan when and how to retire. To understand financial terms better and build a budget that is right for you.
We all have different perspectives on money. A financial coach helps you set your goals and make a plan to achieve them.
About me
We have all had tough times when we had money worries and didn’t know what to do or who to talk to. I know that personally from events in my own life!
Money is something we may be scared to talk about. We are supposed to know how to manage our money but we weren’t always taught basic terms or given the tools to succeed. Our relationship with money can create a lot of stress, and that makes it even harder to make a good plan!
I am here to help you learn about your relationship with money, to teach you financial terms and healthy habits, and to help you build a financial spending plan that works for you. We will explore your financial worries and we will make a plan to get you to a place where you can feel empowered to make financial decisions.
Together we will build a path to prosperity!
My services:
30 Minute Free Consultation
Let’s get to know each other and determine what your financial concerns or specific goals are.
Hourly Sessions
We will schedule a series of meetings to learn your financial history and story, to build your financial knowledge, and develop an effective spending and saving plan that meets your needs.
Sessions can be for individuals, or couples. Couples can have joint and individual sessions, so each person can share his or her story in a comfortable space.
Location
In person in West Hartford CT or New Haven CT or Video calls
Schedule
Sessions are available during the day or in the evening, Monday through Saturday