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A Healthy Financial Life Is Within Reach

Healthy Finances with

Mary Lu Workman

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If you need help getting your finances in order or learning the basics of budgeting, you might consider the help of a Financial Coach.  Many Americans need financial advice on issues like debt reduction, building an emergency fund, cash flow planning or just figuring out a budget for the first time.  Most often, the challenges are 20% financial literacy and 80% forming good financial habits around spending and cash flow.  That's when a coach is probably your best resource. 

Financial Coaches focus on the basics of personal money management, behavioral change, and accountability to a client-driven spending plan...the 80%.   Together, you and I will review your specific life aspirations and the financial concerns surrounding them.  Next, we will develop realistic objectives, needed changes, and assistance from me in helping you align your priorities with an agreed-upon financial plan to achieve those financial aspirations.  In essence, I'll be your accountability partner. It's important for you to know that the Coach-Client relationship will be informal, direct, nonjudgmental and above all, strictly confidential.  I will never ask for your account numbers or log-in credentials.

More times than not, good financial coaching cannot provide a quick fix to extreme situations.  If you would like a package of sessions, we will discuss that during your initial 15-minute FREE consultation.  As your Financial Coach, my ultimate goal is to help you build knowledge, skills and behaviors that will help you achieve Financial Peace.  And if you stick to the 80% behavior habits, you absolutely will, I promise! 

 

NOTE: I do NOT sell any financial products or life insurance.  

 

Money

What I Specialize In

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