Create a better, stronger financial future through hope and habits
Personal financial coaching using habits to create a future worth working towards.
Why Coaching?
My coaching will empower you to be your best self in all aspects of life by helping you remove the worry and nagging financial issues you may be facing. You will be provided with honest and constructive input to help you reach your full potential. Whether you are in financial crisis or simply want to improve your financial health, my approach to coaching helps you create new habits to move you forward and eliminate old habits that have held you back.
Workshops
Adults
Approximately 8 out of 10 of us are living paycheck to paycheck and would not be able to pay for a $1000 emergency without going into debt. If that sounds familiar and you are part of an organization or group focused on supporting your staff or members with creative life changing options, then contact me. I have developed workshops that can be tailored to best support your audience and set them on the road to new hope and habits, creating a strong financial future.
Young Adults
Only 13 states across our nation mandate some form of personal financial literacy prior to high school graduation. That means most of our young adults and future leaders are entering adulthood without the basics of living a sound financial life. Teachings include how to budget, how to avoid debt, tax deductions and filings, how to buy a home, insurance and so much more. I base my workshops on content developed by the National Endowment for Financial Literacy (NEFE) and the Association for Financial Counseling and Planning Education (AFCPE). Contact me today for more information.
In-person and remote options
Whether you are local to the Charlotte area or across the country, we can find a convenient time and method to meet either in person or vitually.
“Teresa assisted us with all of our financial questions with professionalism and a caring attitude. She helped our family navigate our budget and develop strategic financial goals for retirement.”
— Karen, CLIENT