Question 1

Tell me more about how we can work together?

Accepted Answer

The best place to start is a strategy call because it quickly sets the stage for your situation and how I may be able to help.

For most people the Kick Start Program will be the next step where we lay a solid foundation and build a Financial Freedom Plan.

Following the Kick Start Program you can use *Check-in's as flexible add-on sessions. You decide what you need continued support with, when, and how often.

The whole point is flexibility that works for you. 
  
*Check-in's  can be used as stand alone sessions without the Kicks Start Program. This is a great option if you are looking for guidance and advice in a particular area of personal finance.

Question 2

Who do you usually work with?

Accepted Answer

We usually work with professionals in Healthcare, Education, and Tech, as well as business owners in these fields. They might not be living paycheck to paycheck, but they often feel they could be doing better and lack clarity around their finances and goals.

Question 3

How do you customize your coaching to individual needs?

Accepted Answer

While the Kick Start follows a structure and covers some bases that must be it place, the program is especially targeted to your circumstances during the second session where we have uncovered some of the culprits lurking in the budget.

Check-In's are solely based on your specific needs.

If you don't need to lay the groundwork of the Kick Start Program, you can book Check-In's right off the bat, to cover any specific topic.

Question 4

Do you offer retirement planning, investment advice, or tax services?

Accepted Answer

No - All of the above require professionals like a Certified Financial Planner or a Certified Public Accountant.

My job is to get you to a place where you:

a) Your personal finance is streamlined and you can begin to invest far more than otherwise.
b) Have a foundational knowledge around investing and how the tax code can be beneficial.  
c) Have a 5, 10 and 20 year plan for your life, so that investing towards these goals make sense.

Question 5

Can you help with debt management?

Accepted Answer

Absolutely. I provide strategies to manage and reduce debt, helping you create a plan to pay off debt the most efficient way. My goal is to help you achieve financial stability and peace of mind.

Question 6

What's the biggest financial challenge professionals face?

Accepted Answer

The biggest challenge is often a lack of clarity over personal finances coupled with simple systems and routines that would provide this clarity. Many also don't have clear goals for their future and behind the scenes, I typically notice a lack of confidence in money matters underpinned by negative beliefs.

Question 7

What are your credentials?

Accepted Answer

I have founded 5 successful businesses over the last 23 years. I am also the author of  “Household Finance 101 – Your Flight Plan to Financial Independence” (available on Amazon).

I have two formal educations: Airline Transport Pilot, and a 3-year degree in business administration.

But my superpower is that I am good with people and numbers, and can explain things using easy-to-understand frameworks.

On occasion, I may, with your approval, connect you to counselors who have special expertise in a subject, in order to serve you better. In that selection, I value real-world, proven experience, over formal credentials. Having said that most counselors I refer to, have professional experience in areas like accounting, financial planning, finance, and business.

Question 8

What about confidentiality?

Accepted Answer

I treat our conversations and any submitted paperwork with the utmost confidentiality.

Any notes, printouts, or online questionnaires will get properly deleted /shredded after our engagement.