Coaching Blog About

Hi, I'm Lee.

I help early-career professionals add structure to their finances, empower themselves through education, and accelerate towards financial freedom.

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Get your FREE copy of my 8 Steps to Financial Escape Velocity.

Frequently Asked Questions

We live in an era when there is more information at our fingertips than ever before which can be overwhelming to sort through in our limited free time. I enjoy researching this exact kind of information because of the ability it gives individuals to buy back their time and increase the control that they have over their lives. Furthermore, I’ve loved being an educator since my days as an accounting tutor at university.

I've still made my share of financial mistakes in my life, but I took the opportunities to educate myself and learn from them. This means that I can help prevent my clients from making the same mistakes along their financial journey.

No, I am not a certified financial advisor. Therefore, I legally cannot give you investing advice. However, I am happy to talk about investing, and share my opinions as well as how I invest my own money.

Everything is absolutely confidential. I will not share any of your personal information, numbers, etc.

 

First, we can schedule a FREE 30-Minute Introductory Session to briefly go over the details of coaching including which level of service would best serve your situation. Once we've come to a mutual understanding and a coaching package is purchased, we can schedule our first official session. 

Education is a key part of the overall program. Specific topics we may cover include...

  • Debt Elimination (Car, Credit Card, Student Loans, etc.)
  • Savings Goals (Car, Vacation, Wedding, etc.)
  • Budgeting (& Financial Tracking)
  • Financial Account Optimization (Automation, Paycheck routine, Tax efficiency, etc.)
  • Investing Goals
  • First-time Homebuying (& House Hacking)
  • Risk Evaluation and Mitigation Strategy (Bitcoin Self-Custody, Inflation, etc.)
  • Career Guidance
  • Early Retirement

Plan on spending 2-3 hours per week working through our session assignments and notes. You get out of this program what you put into it!

In addition to our sessions, you will also be provided with a Voxer account (free messaging app) with 24/7 access to ask me additional questions.

It may seem counterintuitive to spend more money in order to alleviate financial stress, but this is a long-term investment in yourself. Furthermore, I'm confident that when this process is taken seriously, it will more than pay for itself over time.

Here are some ideas for where to find the funds needed...

  • Use your Tax Refund

  • If you are paid bi-weekly, you can utilize a paycheck from a month where you get paid 3 times

  • Sell some things around the house via Facebook Marketplace, yard sale, etc.

  • Drive for Door Dash, Uber, etc.

Specific outcomes of financial coaching will vary for each client, but common results include...

  • Reduced debt
  • Increased savings
  • Increased clarity regarding retirement planning
  • Improved financial literacy & money management skills 
  • Greater confidence in making significant financial decisions
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