Guided Steps to Help You Take Control
Where You Are
No, I'm not going to tell you that you just spend too much money. When thinking about their money, people make the mistake that spending is always bad. It's not. When done the right way, it puts your money to work for you. Planning for your money before it plans for you sets you free.
We look at the way you currently manage your money and see what's working and what's not. It's not usually a question of whether you are spending too much or too little, but how does your spending fit with your goals?
Where You Want To Be
Do you know what your goals are? Getting out of debt? Buying a house? Saving for College, Retirement? Are you prepared for a Financial Emergency? Something else? Our financial goals put the rest of our money lives in their right perspective.
We work together to help you find your goals and apply timeless principles to your particular situation.
Identify What You've Got
Yes, this involves numbers. But, by working together, we can take the stress out of managing your money. In order to make the most of your money, you need to know what you've got, what you need, and what you owe. Knowledge is indeed power when it comes to your money.
I help make that process easier and much less painful by guiding you through your current situation and ways to improve. We'll use proven strategies to help you get and keep a handle on what you've got, what you need, and what you owe.
How To Get There
There really aren't 5 secrets to financial success or 10 things you didn't know that could transform your financial life. Sure, there are some things you could use a refresher on and some might be new for you. But, the rubber meets the road in the doing. All the financial knowledge in the world won't do a thing for you if you don't put it into practice.
We'll develop an action plan together that works for you and give you the steps needed to get there. Starting with your free consultation, you'll be on your way!
From those who've been there...
Working with Dan at MoneyWorks was exactly the help I needed with my finances. Before I started working with Dan, I was doing okay, but I knew I could use some help. Dan has not only showed me what I can do to get on track and start achieving my goals, he’s been there every step of the way. I’m going to pay off my mortgage way before I thought possible!
From those who've been there...
I thought I didn’t really need a financial coach, but Dan took my existing budgeting and saving methods to a whole new level. After completing the coaching program, I am much more confident about my saving and spending, and I spend much less time trying to stay organized. I feel like I accomplished a lot and it was so helpful to have someone to coach me along the way!
Your Financial Coach
Dan Bobick, Financial Coach
During my career as a financial consultant, I met a lot of people that the traditional financial industry couldn't serve properly. If they didn't have disposable income or assets to invest, we weren't equipped to provide the help they needed. It's not meant as a criticism, it's just the way the industry works. Financial coaching is a new industry that bridges the gap by providing solid financial guidance and support to everyday people previously under-served.
Now, I help people learn to manage their financial lives successfully. We work together to formulate a custom action plan that works for them, based on solid principles. I help individuals, families, and small business owners gain control of their money and put it to work for them.
You can only find out so much from a website, let's talk!
Click below to schedule a free consultation with me. If you want to tell me a little about your situation, have a particular question, or would just like more information, schedule your free appointment today!