Introduction

With experience gained from working at renowned companies like Mastercard and Betterment, I have honed my expertise in understanding the intricacies of personal finance and the behaviors that influence our financial decisions. I have witnessed firsthand the challenges individuals face when it comes to managing their money and have successfully coached many through their financial difficulties, and helped them build healthy relationship with money.

As your personal financial coach, I will provide you with practical strategies, customized guidance, and actionable steps to help you make decisions and meet your financial goals. Together, we will address your specific financial concerns, whether it's budgeting, debt management, investment strategies, or planning for major life milestones.

My approach is rooted in a deep understanding of behavioral finance principles, recognizing that our emotions and psychological biases often impact our financial decisions. By addressing these behavioral barriers and equipping you with the knowledge and tools to make informed choices, we can create lasting financial habits that lead to long-term prosperity.

I am passionate about empowering individuals like you to build a solid financial foundation, cultivate healthy money mindsets, and ultimately achieve financial freedom. Let's embark on this transformative journey together.

Take the first step towards a brighter financial future by contacting me today. I look forward to guiding you on the path to financial success.

Services & Pricing

I offer flat-fee based consultations. It's that simple.  Consultations may be recurring or one-time. My current rate is $40/hr . Reach out to me at RTPFinancialCoaching [at] gmail [dot] com

How does it work?

Financial coaching typically involves a collaborative and personalized approach to help individuals or couples improve their financial well-being, achieve their financial goals, and develop healthy financial habits. Here's an overview of how it works:

1. Initial Assessment: The process usually begins with an initial assessment or discovery session. During this session, I gather information about the client's financial situation, goals, challenges, and aspirations. This helps me understand the client's unique circumstances and tailor their approach accordingly.

2. Goal Setting: Together with the client, I identify specific financial goals and objectives. These goals could include paying off debt, creating a budget, saving for a major purchase, planning for retirement, or improving overall financial literacy. Setting clear and measurable goals provides a roadmap for the coaching relationship.

3. Action Plan Development: I partner with the client to create a customized action plan. This plan outlines the steps, strategies, and tools the client can implement to achieve their goals. The action plan may cover areas such as budgeting, debt management, savings, retirement, investment strategies, risk management, and behavior modification.

4. Education and Guidance: I provide education and guidance on various financial topics and concepts tailored to the client's needs. This may include explaining financial terminology, teaching money management skills, providing curated resources and tools, and sharing best practices for financial decision-making. I empower the client with the knowledge and skills necessary to make informed financial choices.

5. Ongoing Support and Accountability: Financial coaching typically involves regular check-ins and ongoing support. I help the client stay accountable to their goals, tracks progress, and provides guidance and motivation along the way. This support may be provided through in-person meetings, phone calls, video conferences, or online platforms.

A key aspect of financial coaching is addressing behavioral patterns and attitudes towards money. I help client recognize and overcome limiting beliefs, emotional triggers, and psychological biases that may hinder their financial progress. By focusing on raising awareness and behavioral changes, I assist clients in developing positive financial habits and mindset shift that lead to long-term financial success.

My overall goal is to empower you to take control of their finances, build financial resilience, and achieve your dream financial outcomes.