How My Advocacy & Coaching Works

Before diving into how this works, lets discuss something...

Information is Abundant & Information is Free

If you want information, then visit Google, YouTube or your local library, because there is no shortage of free and easy to obtain information in this world.

What is missing in this world is ACTION.

To work with me, you must be prepared to take action towards your goals.

Step 1: Call or Text (385-615-0012)

During our first few conversations:

Share what's been weighing on you
Ask me questions
Together, we will determine if we are a compatible fit to continue working together

Step 2: Build a Plan & Take ACTION!

Build a Plan:

Understanding your current situation (income, expenses, and priorities)
Getting to know your short and long term goals
Outlining reasonable steps to take in your day-to-day life to achieve your goals

Examples of Taking ACTION:

Create necessary bank accounts
Set up your 401(k) and ROTH IRA accounts (Investment advice is NOT given)
Set up automatic bill pay
Set up mobile apps
Read through your company's policies to see what else you can take advantage of
Generally speaking, we will take all necessary actions towards your goals

Step 3: Ongoing Relationship

I can serve as:

A supportive accountability partner
I can help you work through obstacles as they arise
We can work together to adjust your financial plan as life events occur
If you get a new job I can help with understanding the 401(k) rollover process, setting up direct deposit, maximizing your employer match and automating funds into your new employer's 401(k), and much more

What Does Progress Look Like?

Progress will be different for everyone.

For me, it was the simple act of deciding that I was sick and tired of living paycheck to paycheck.

Still have questions?

You can find answers to common concerns on the FAQ page.