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Financial Coaching

Services

No matter where you are in life, I can help you get to where you want to be. Through a combination of traditional financial planning and life planning, we will work together to identify your values and goals, in order to build a financial plan that will help you achieve them. After we align on a plan, I can work with you to implement and monitor the plan towards successful achievement of your own

“Never Miss It” life.

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My Process

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  1. Meet and Gather Data

In our first discussion after the consult, we will work together to gather and compile relevant financial informational in order for me to compile your current financial health report.

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2. Review Current Status

After compiling relevant data, I will present deliverables detailing your current financial situation.

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3. Values Exercise &

Deep Dive

You will complete a values exercise, and we openly discuss your background and money behaviors. This iterative process ensures I fully understand your motivations and roadblocks before proceeding with financial advice.
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4. Goal Generation

Expounding on your values and based on my review of your current status, we will work to establish goals that we can generate financial plans around.

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5. Collaborative Plan Development

We will work together to develop a financial plan, using an iterative and collaborative process that ensures clarity and buy-in from all stakeholders.

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6. Plan Implementation

The majority of financial planning fails to ever be implemented. Using my project management background, we will develop an implementation plan with accountability to ensure follow-through with the highest priority items being clearly identified.

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7. Monitoring & Revision

Life is constantly changing and any financial plan requires constant monitoring and adjustment to ensure it’s still the optimal path towards achieving your goals.

  • Dan has been an enormous source of reasoned financial advice that's helped us live a life of full-time travel. Our life can be and adventure because our finances are beautifully boring.

    Heather

  • "Dan has helped us so much figuring out how to get out of debt."

    Stacia

  • "Dan's attention to what we really needed truly stood out. We’ve already recommended him to others."

    Carrie

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Let’s Work Together

If you're interested in working with me, book a short no obligation phone or video call with me.

This call will be our opportunity to discuss your financial questions and determine if it’s a fit with the services I can provide.

Book an appt!