ENRY Financial Coaching, LLC
For people that are wanting to take control of their personal finances.
Areas of Focus
- Banking
- Budgeting
- Buying a House
- Choosing a Financial Advisor
- Choosing a Financial Coach
- Coaching
- Credit Cards
- Emergency Savings
- Estate Planning
- Family and Money
- Financial Life Planning
- Getting out of Debt
- Insurance
- Job Loss
- Medical Bills
- Prioritizing Money
- Saving
- Saving for College
- Setting Up Retirement Accounts
- Student Loan Advising
- Taxes
About ENRY Financial Coaching, LLC
Professional Designations
- Accredited Financial Counselor (AFC)
Affiliations
- AFCPE
Meeting Options
- Video Conference
- Phone
- Group Classes
- Webinars
Compensation Methods
- Fee Only
What to expect in the first meeting
Intros. See if we are a good fit. Also explain where I'm coming from and what you can expect. Also explain pricing for services.Education
AFC Certified via AFCPE. Masters Degree (M.S.)
Volunteer Experience
- Some board experience. - Several years of one on one personal financial coaching, topics were anywhere from emergency / crisis management to getting positive control and understanding of clients money. - Taught Money Management at County jail for several years serving youth (under 24), female, and military veteran inmates.
Languages
- English
Hobbies and Interests
- Eating Out
- Hiking
- Swimming
- Traveling
- Volunteering
Who We Serve
- College Graduates
- Couples
- Divorce
- Dual Income Family
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Single Women
- Women Professionals
- Young Families
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