Financial Coaching
618-541-6422
Financial Programs
1
Aligning Your Wealth
Whether you're planning for retirement, saving for a major purchase, or navigating a career change, our goal is to empower you with the tools and knowledge to make confident financial decisions. Together, we'll align your wealth with your personal values and goals, ensuring a secure and prosperous future.
2
Financial Checkup
A financial checkup is a comprehensive evaluation designed to assess your current financial situation and future aspirations. We delve into key areas including budgeting, savings strategies, investment portfolio analysis, debt management, insurance coverage, and retirement planning. Through one-on-one sessions, we identify opportunities for improvement, address concerns, and empower you with the knowledge and tools necessary to make informed financial decisions confidently.
3
Finanaical Consultation
A financial consultation with Engineering Wealth is a personalized session designed to provide you with expert guidance tailored to your unique financial situation. During the consultation, we'll assess your financial goals, review your income and expenses, analyze your assets and liabilities, and discuss any concerns or challenges you may have. After hte consultation you'll be directed to a program that best suits you and your financial needs.
Discover how I can help you achieve financial freedom and security through personalized coaching sessions tailored to your unique goals and circumstances. Whether you're looking to manage debt, plan for retirement, or build wealth, my services are designed to empower you with the knowledge and strategies needed to navigate your financial journey confidently. Together, we'll create a roadmap towards a prosperous future, one step at a time.