Services

Life Planning connects the dots between our financial realities and the lives that we long for. A Life Plan aims to deliver the most meaningful kind of freedom: the freedom to pursue life’s passions, wherever they may lead.

Financial coaching involves guidance around personal finance, money management skills, and heavily focuses on helping improve your relationship with money.

Our resources - time, money, energy, & talents - should be used in alignment with our personal values, goals, and dreams. This is rarely the case for most people. Through several exercises, we help our clients get very clear on the values & goals that need to be prioritized in their life.

Money & personal finances can be highly emotional topics for many people. In many cases, past experiences or simply a lack of information around money can even make things stressful. Getting clear on your money personality and understanding the emotional side of money can help propel you forward towards your goals.

Budgeting is a word that can sound restrictive or not fun for most people. However, understanding money in / money out and truly aligning your values with how you are spending your hard-earned money can be a life-changing experience.

Setting financial goals and automating savings, bill payment, and debt payments will allow you to have more time doing the things that you love & have a passion for.

After going through the EVOKE process and creating your “One-Page Life Plan”, you will have a very clear personalized action plan (aligned with your values) of what things you need to do and what things we are going to work together on.

Debt and a bad credit score can be debilitating when it comes to moving forward on the exciting goals that you have for yourself and your family. By reviewing these areas and gaining more knowledge about them, you can more easily move forward with the goals that truly light a fire for you.

There are a lot of great personal financial management tools & apps out there that can help you feel more empowered when it comes to your financial life. By reviewing what you currently have (or use), we can provide recommendations that help you achieve your goals with much more clarity.

When you have someone that you trust and truly understands your deepest desires & vision as it relates to your personal & financial goals, there’s a sense of ease in that you aren’t going at it alone. With accountability, guidance, & advocacy from us, you are much more likely to make your vision of the great life that you want come true.