08/28/2026
When I say I'm a financial coach and consultant, it often sounds generic and the next thing I hear is:
"OK, but what do you do?".
Great question!!
Many coaches act as a sounding board for their clients and ask the questions that help you work through challenging situations.
There's real value in that, but it's not me.
Instead of asking questions, I provide options.
Notice I didn't say "answers".
I never tell my clients what they should do with their money or how they should run their business.
My goal is to equip every client to make informed, intentional decisions with their finances, business and/or personal.
This week the range of topics was wild.
I helped clients navigate all of these areas:
✔️Commercial lease terms
✔️Estate tax and inherited asset valuation
✔️Annual bonus allocation
✔️Credit card interest reduction
✔️Pre-retirement spending plans
✔️Credit cards as a cash flow tool
✔️Positioning expenses for business deductions
✔️Health insurance premiums
✔️Future cash flow planning
✔️Student loan programs
✔️Optimizing utility costs
✔️Payroll withholding correction
✔️Bankruptcy considerations
Now I understand why I'm tired at the end of the week!
If any of these are on YOUR mind, feel free to send me a message while it's fresh in MY mind!