Financial Coaching

Achieve Financial Freedom and Debt Free Living in the Real World


Financial Coaching provides you with a guide through the daily and periodic transactions that we all are presented with in our lives. Having a financial coach on your side and someone you can confidently and confidentially talk with and bounce ideas off of and receive guidance on removes a lot of stress about money matters. Our coaches will be courteous and informative and help you with your financial questions. Get a free initial consultation now!

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Making a Budget

Let’s be open and honest. You are here for a reason. You want to make the conscious decision to get your financial life in order for yourself and/or your family by establishing a household budget. It’s not going to be easy at first, but once you commit to the budget, you will definitely see the benefits and reap the rewards. Keep your expectations low to avoid disappointment, but be happy when you meet and exceed your commitments you make on the budget. Let’s find out how much you can afford to pay in Rent, or a House payment. Determine if you can buy or lease a car. Are you paying too much for different types of insurance, cell phone, health care. We’ll determine if any money can be saved or should you participate in your job 401k plan? You will be able to pay down debt faster. We’ll discuss all this confidentially and put it in a written format for you to refer to daily, weekly, monthly.

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I am super happy with the results of working with my Coach. We developed a household budget that I am following. I pay all my bills, have reduced spending and starting to save money! And a lot less daily stress about finances.


Ft. Lauderdale, FL

How Do We Control Monthly Expenses?

How Do We Control Monthly Expenses?

In dealing with our daily personal budget we have what we consider fixed expenses and expense that are variable in nature. Fixed expenses would be things characterized by our House Payment or Rent, Car Payment and vehicle Insurance, health insurance, life insurance...

Pay Day

Pay Day

What do you do with your take home pay? Whether you get paid in cash, check, payroll check or direct deposit you have bills to pay. The typical order of where our cash goes is to Food, Shelter and everything else. It’s the everything else where the decision making...

What is a Good Personal Budget?

What is a Good Personal Budget?

To start a simple BUDGET think about dividing your available After Tax dollars in a 50/30/20 allocation. This means that half of your money goes to paying necessities, 30% to wants and 20% to savings and debt repayment. Necessities include Housing, Utilities,...


3731 N. Country Club Drive
Suite 1729
Aventura, FL 33180


(305) 900-3310