I started coaching after a simple realization: there are a lot of people who can use guidance with their finances who DON'T want to spend a lot of money to get that guidance.
The value of what I offer is simple and transparent.
What you get for $50:
My goal is to get you to a place where you feel confident with your personal finances and are on the path to building wealth using your new knowledge and skills.
Please explore the rest of my site to find out more details about my sessions, see frequently asked questions, or just contact me and I'll answer any questions you might have.
Example pages from an Initial Session document - click to view
With over thirty years of experience in several software development roles in the financial services and insurance industries, I have spent countless hours working with clients to successfully plan and execute multi-million dollar projects. I'll use the same skills and experience I use in my day job to listen to what you need and help you plan and get results.
Financial coaching is not my primary source of income. Since my main reason for coaching is the satisfaction I derive from helping others gain comfort with money, you don't have to worry about any sales or pressure tactics. Our goals are aligned -- I succeed when you succeed.
If you want one of those experiences where you walk into a fancy office that smells of rich mahogany and you sit across from someone in a $2,000 suit who throws around a bunch of terms that he doesn't bother explaining, you've got a lot of choices. But I'm not that guy. I don't work for some big financial firm with quotas and huge expenses that we have to milk clients to pay for. I'm the regular guy from Norwalk who'll sit down with you, really listen, and focus on helping you. I'm affordable, I'm genuine, and I actually care about helping. Book a risk free session with me and you'll see.
Since my late teens, I've spent decades working on my personal finances and learning along the way. That time includes a lot of mistakes and stumbles, and I'm proud that I learned from every one of them. When I work with you, there'll be no reason for embarrassment or shame about any of your financial missteps. We'll utilize a Growth Mindset to improve your finances by learning from your experiences.