i can help you:
Earn more,
spend more,
and save more
My name is Robert and I am passionate about helping you achieve financial success. I can work with you to take the guess work and mystery out of personal finance. Together, we can make a plan and help you grow your income, spend more on things you love, and save more every month.
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If you give me one hour a month, I will take the worry out of your finances.
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Through one-on-on sessions, we will document where you are today, where you want to be, and work together to get you there.
"Do not save what is left after spending, but spend what is left after saving."
-Warren Buffett
Personal Finance Coaching
Initial Consultation
This is a 30 minute consultation that will let us introduce ourselves to each other. We will talk about your current state and see if working together makes sense for you.
Monthly Coaching
This is the bread and butter of coaching. In our first session, we will document your current state, discuss your goals, and document your future state. After that, we will meet for one hour a month to help you improve and optimize your financial plan.
Single Coaching Session
This is a single coaching session that can be used in place of the monthly model. If you prefer to meet quarterly or annually, this is the option for you.