Welcome
GOAL BASED PLAN FOR WAITERS AND BARTENDERS
Helping you plan a bright future!
Helping you plan a bright future!
If you feel frustrated by your current financial situation, I aim to help you approach your finances goals. As a Financial Coach, I am going to help you organize your current financial picture with actionable steps to help you confidently move forward.
During our session our main goal is to give you a safe, judgment-free space to talk about your money and your feelings about it. I want you to feel comfortable talking about money and help you picture a financial freedom in the future.
I'll review your current income and expenses and give you a personalized plan for what you can realistically spend and save.
We'll discuss different strategies to reduce your debt and figure out the best one for you. We'll also talk about "why" the debt exists and how to avoid it going forward.
In order to be successful, you have to know what you are working towards. The sky is the limit here, once you have a clear idea of what you would like to accomplish, you'll feel ready to move forward with your new plan.
We'll do a retirement projection to see your progress. We'll discuss what you need to do to prepare for retirement at whatever age that may be.
It is never too early to get started on your investment plans. Tell us more about your goals, and as soon as we start our sessions, we will get you started on a plan to achieve them.
I only send one e-mail per month with tips to improve your financial skills.
Waiter Financial Coach
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