Personalized Solutions,

Lasting Transformations

Your financial journey is unique, and you deserve personalized ​strategies as distinct as your challenges. Let's collaboratively ​create a meaningful impact on your path to financial success.

Personalized ​Tax & Financial ​Plans

Income tax and ​personal financial ​planning that ​aligns with your ​specific financial ​goals.

Student

Loan

Review

After our detailed review, ​you’ll receive a student ​loan action plan outlining ​steps to take to resolve ​your student loan ​dilemma.

One-one-One ​Life & Money

Coaching

Receive the coaching ​you need to create, ​implement, and ​sustain your Life and

Money Management ​Plan.

Meet the Expert Behind Your Next Financial Breakthrough

With over 20 years of firsthand financial experience, ​I've transformed my own financial journey, turning ​challenges into triumphs. I'm not just here to provide ​quick financial fixes; I'm committed to understanding ​your personal finance challenges and partnering with ​you for long-term success.

Specialty Financial Services

TODAY’s financial environment is constantly changing, ​presenting its own challenges and opportunities. That's ​why my personal finance coaching services provide ​tailored solutions crafted to meet your distinct needs.

Tax & Financial Planning

1. All-in-one Planning Approach
2. Income Tax Planning Services
   
3. Budgeting and Money Management
4. Savings and Emergency Funding
5. Debt Elimination and Analysis
6. Grow your overall financial health

02

Student Loan Review

1. Is your Student Loan Payment Unmanageable?
2. Are you in the correct repayment plan?
3. Do you understand student loan forgiveness?
4. Are your student loans in default?
5. Do you need help to understand your overall ​student loan situation?

03

1:1 Life & Money Coaching

1. One-on-one Personalized Coaching
2. Grow your Life & Money Mindset
3. Define your Financial Goals
4. Create a goal action plan
5. Avoid the Pitfalls preventing you from ​reaching your financial goals

EARLY TAX PREPARATION SERVICE

schedule your “EARLY TAX PREParation SERVICE”

FREE 15-minute QUESTION & ANSWER PHONE consultation

Tailor-Made Solutions for Your Unique Needs

“we all can benefit from saving money in one money area to better ​afford other money areas. Most of us can benefit from a mindset-​shifting reality check that cures our overspending disease. student ​loans do not have to create anxiety in our lives. ALLOW specialty ​financial services TO help you stop owing income taxes year after year“

Sonia Jacobs

Real Success Stories from Real ​Financial Coaching Clients

Listen to firsthand experiences from individuals who have achieved transformative results in their financial journey. Your success story could be next!

Frequently Asked Questions

How is a financial coach different from a financial advisor?

While both aim to improve your financial situation, a financial coach focuses on education and behavior change, helping you develop healthy financial habits. A financial advisor often provides investment advice and helps manage financial portfolios.

Why is life and financial coaching so ​important?

Just like a great athlete needs a coach, so do you! Life isn’t just about ​surviving; it’s important to create a thriving personal and financial existence. ​Life and financial coaching provides you with specialized support to ensure ​that you will be successful implementing provided strategies.

Is this only for people facing financial difficulties?

No, financial coaching is beneficial for individuals at various stages of their financial journey. Whether you're just starting, navigating a major life change, or planning for retirement, a coach can provide valuable insights.

Is this a big financial commitment?

I understand that finances are a concern. We can discuss different options to ensure you get the support you need in a way that respects your budget. Remember, it's about value and growth, not just cost.

speCIALTY FINANCIAL SERVICES’ COMMUNITY COACHING, ​aCCOUNTABILITY AND SUPPORT PROGRAM

COMING SOON

The Mastering Inflation ​Membership Program & Community

Mastering Inflation is a Challenge-Focused Life,

Money Management, & Financial Education Membership Program.

George Bernard Shaw

JOIN our FREE Mastering Inflation Community

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