Finance, Personal Finance, Economy, Tech, Social Media

My Business: Financially Digital

Business Description: Financial Coaching

I take my education and experience and coach those who need that little extra push. Not just your everyda...
more Finance, Personal Finance, Economy, Tech, Social Media

My Business: Financially Digital

Business Description: Financial Coaching

I take my education and experience and coach those who need that little extra push. Not just your everyday budgets and expense charts, each experience is a dynamic one and focused on making lifestyle changes. How many times have you heard about people crash dieting only to see them eating terribly again after they lose a few pounds, that’s not what happens here. Whether you’re looking to get a second opinion on that portfolio that used to make sense or someone to hold your hand while you’re considering life changing purchases or plans, we take the time to evaluate the situation and create real strategies to get you there. Over the last few years I have successfully put the worries of retirees to rest and started fresh college graduates on paths to financial freedom. It’s not a chore, it’s a lifestyle.

Business Consulting

Similar to the Financial Coaching I help businesses get over hurdles that are keeping them from growing. I have guided businesses that range from construction companies to personal trainers take their businesses and business plans to their respective next levels. Together we will create, track and evaluate measurable metrics that will give you a sense of where your business is right now and where it’s headed. Each experience is unique. Are you are curious to find out if social media can really impact your sales,? Are you looking for increased tax efficiency? Are worried about finding the right candidates to keep your operations plan tight? I help answer those questions and any others you may have and bring insight that you might not have been able to see from inside that entrepreneurial bubble.

Degrees: Bachelor's of Science: Economics and Finance from Bentley University
Master's of Science: Financial Planning from The McCallum School at Bentley University

My Expertise: Financial Planning, Tax Planning, Small to Mid-size Business Planning, Efficiency and Social Media Strategy

Experience: I have been in the career of giving advice for about the last five years. I am a classically trained planner holding a Master’s of Science in Financial Planning from Bentley University that takes a holistic approach to this craft. While the business of keeping a business running and healthy can be stressful together we bring that entrepreneurial spark back to the forefront.
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