I would love to connect with you about how I can coach you to reach your financial goals.
A Five-Step Client Journey is the beginning of the process we will revisit with modifications along the way until you feel confident in your ability to manage your finances on your own.
Here is a short list of financial achievements I can help you work toward:
Help you understand your spending habits
Help you create a budget
Outline a financial plan with your goals
Understand the emotional components of dealing with money
Learn how to establish an emergency fund
Assist you to manage debt
Services I cannot provide personally are listed below. However, I work with a network of professionals who can help with each of these areas.
Manage your accounts or investments
Recommend investment funds
Give tax advice
As a registered nurse working in areas of direct patient care, education, and research, I have a vast span of experience leaving me convinced that an ounce of prevention is worth a pound of cure.
A short list of health concerns I can assist with include:
Planning meals with more nutrient-dense foods.
Understanding physician/health provider directions.
Follow-up education about prescription medications and other physician/care provider regimens.
Starting a light exercise routine at home.
Develop personalized health goals and help you choose actions to help achieve those goals.
A registered nurse cannot prescribe medication, dietary supplements, or other therapies typically prescribed by a physician or other healthcare provider (NP, PA, etc).