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Hello

I'm Keith, the Money Coach

Are you frustrated because you are living paycheck to paycheck? Are you struggling to pay down debt? Have you plateaued in your financial journey and need some help getting back on track? Concerned about how to save for your kid's school or your own retirement?

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Let me be your guide on your journey to financial freedom.

 

How does it work?

It all starts with a complementary consultation. We will meet for 30-45 minutes to discuss your current situation and where you want to be. I will ask questions.... lots of them. We will review the coaching process and how it should look for you to meet the goals that we have identified together. 

 

When we meet for coaching sessions, we will meet monthly for 60 - 90 minutes each session. We might meet a little more frequently when we are getting started. These coaching sessions will review your progress toward your goals, with the purpose of keeping you on track. 

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Topics that we might discuss (depending on your specific needs and goals) will include:

  • Budgeting Income and Expenses

  • Paying off your debt

  • Creating an Emergency Fund for when life happens

  • Setting goals (short term and long term)

  • Planning for Education and Retirement

  • Laying the groundwork for building wealth

  • Finding the freedom to give without consequence

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Working locally in Southern New Jersey and anywhere online

I live and work in Southwestern New Jersey, about halfway between the cities of Bridgeton and Salem. I work locally with clients in Cumberland Salem and Southern Gloucester Counties. If you are located outside of that area, we can meet virtually or even by phone. ​

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