Now $39/mo for a 6 month subscription. One on one monthly meetings and coaching.
About Financial Zen
My philosophy
This is more than how to make a budget class. This is understanding the psychological and emotional connections people have with money. We explore why people make the decisions they make and how it impacts their long-term success and life goals. Why when a hundred people that start out equally in life, 5% actually become financially independent and recognizing what decisions they made to achieve that success. And just as important, what happened with the rest? It's about creating positive financial behavior, and learning the Rules of Money. I enjoy meeting with individuals and couples because everyone is in a different place in life and have their own goals. Although I do teach groups, I like to tailor my private sessions to each individuals own personal situation.
About Me
I grew up raised by a single Mom in upstate NY. We had just enough to get by and not much more. I still to this day appreciate everything my Mom did to raise us kids, but I made it a goal to do everything I could to ensure I would not continue a life of financial uncertainty. In 1999 I graduated from Union University with a pharmacist degree and practiced for 20 years. Pharmacy was not a good career fit for me so during that time I learned the rules of money and changed the way I lived and spent money. I became a Certified Financial Education Instructor and at 44, I live in St George, UT, consider myself retired, and have the freedom and ability to spend time with my family, travel and teach the lessons I learned along the way. If someone with my background can do it, anyone can
Making & Meeting Goals
Starting with creating realistic, achievable, financial and life goals, I will help show you how to maximize your potential. Understanding assets vs liabilities, good debt vs bad debt and ways to let others work for you, you will walk away with the ability to make good life long financial decisions and create abundance in your life. I am here to help mentor you along the way!
Building Strong Futures
I’m passionate about helping individuals change the way they think about money. There is great lack of personal finance education in this country and it costs Americans billions of dollars a year. If you don't fully understand how different loan types work, how to create cash flow, or how to properly analyze risk, you are missing out on a lot of opportunity. Getting the knowledge is the only way to build a stronger future for yourself and your family. The rich get richer because they know the rules of money. They therefore consistently make better financial decisions because of it. My goal is to give you the ability to make or save many times over any costs you incur in meeting with me to gain the knowledge that will put you on the path to success!
Financial Zen in your life
Are you resigned to working full time and hopefully retiring at 65? Want to switch jobs someday but are afraid? Are you tired of thinking there is nothing else you can be doing to improve your financial outlook? Wish you could spend more time with your family? Let me know your goals and in just one or two sessions you will have a new outlook on your future. There things in an up economy and down economy you can do to get ahead. You too can make plans to ensure you have some Financial Zen in your life!
It's all about
Education
Any consultation is tailored to the area of focus you're interested in or would be most beneficial to you. I am an independent financial strategist and Realtor so I do not manage your portfolio, recommend stock A over stock B or collect any commissions. I simply charge a flat fee for my time and knowledge.
Discussion
Topics
There is much to learn no matter what your circumstance. Here are our clients most requested discussion topics:
Real Estate ~ Rental Properties ~ Types of Loans ~ How can I work less? ~ Can I pay off my house sooner? ~ Finding your Life's Purpose ~ Starting a small business ~ Tax strategies ~ Changing Careers, & more