Financial
peace of mind
starts here.

Inspiring stories of success…

“Prior to working with Nick I didn’t have a clear plan with my finances. I would save here and there because I know I needed to but I didn’t have a big picture. It all made me feel like I didn’t have control over my money and made it hard to see any progress. After several coaching sessions, I not only have a clear vision of what to do with my finances but I have a much better relationship with money. Financial coaching with Nick has really set up my future, with the help and knowledge I acquired I know buying a home, vacation trips, and any other goals are possible!”

Alyssa R.

“I've been pretty good at being cheap and saving money, but I always ended up pulling out of my savings and my financial growth was slow. After working with Nick, I've gained the financial literacy to know what my money CAN buy me by working closely with the budget Nick helped me create. He guided me through ways to build an emergency fund which I never had a concept of, and has given me a clearer picture of financial goals I can attain. I'm so grateful to be working with and learning from him!”

Lesley G.

“Nick is a trustworthy, knowledgable and a customer-focused financial coach. Before Nick, I did not have a clear plan on my future and what steps to take. I would swipe my credit card, eat out, and mindlessly spend on things I didn’t need. He has helped me establish a sound financial strategy and given me the confidence to know where my money is going. Nick is not only clear on what steps to take next but also realistic about the approach.”

Chad R.

 FAQs

  • Everyone can benefit from working with a financial coach. Having greater clarity and confidence in your personal finances will lay the foundation to reach your goals.

  • Not at all. In fact, most of the people who I work with start with some form of debt. Together we’ll create a plan to eliminate your debt and build wealth through better financial habits.

  • Financial coaching is meant to improve your situation, not make it worse. Together we’ll develop the right money habits to build a strong financial foundation. Ask yourself, How long can I afford not to get help?

  • A true desire to improve your current financial situation. Beyond that, I’ll guide you through every step of the process. It will be important to think about your goals prior to our first session.

  • No. As a financial coach, I focus on your education, growth, and decision making surrounding your personal finances. I do not provide investing advice.

  • Yes! In fact, married couples are encouraged to participate in financial coaching sessions together. Non-married couples are encouraged to work on their personal finances in separate sessions.