FINANCIAL WELLNESS

CFO at Home now offers Financial Wellness Coaching to help you become the CFO of your home! Currently, 1-on-1 Coaching is being offered using training, systems, and materials from The National Financial Educators Council, a leading provider of independent financial wellness resources.

Because each person has his or her own pre-existing financial habits, relationship with money, and current financial situation, I help you work towards financial health by: 

1. Working with you to:

  • Get a clear understanding of your current financial situation, goals, future needs, and psychology (feelings, attitudes, and motivations towards money)
  • Define, establish and prioritize Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals
  • Create actions steps to help you work towards your goals 

2. CFOAH Financial Wellness Coaching provides you with personalized education, guidance, accountability and support throughout the process

Curious?

Schedule Your Complimentary Coaching Call!