My Approach to Coaching


Unlock the Best Version of YOU

As your financial coach, my primary goal will be to help you access your untapped potential.   I want you to live a more fulfilling life through a balance of growth and purpose.  I will do whatever it takes to help support you on this journey.

Together we’ll cut through the bullshit and focus on what really matters.  Just because something is URGENT doesn’t make it IMPORTANT.

Shortcuts Are a “Good” Thing

I will also share with you the specific tools and strategies that I have used to find financial freedom and fulfillment in life early on.

I’m a huge fan of EASY!  Although I am not afraid of hard work, I also realize there are paths of efficiency.

Why take the long route if there is a shortcut to the same outcome?

Actions Lead to Results

I will help you to maintain focus on your SPECIFIC desired outcomes.  While I can facilitate a transfer of knowledge at times, my true value will be to help you take ACTION.  Knowledge is useless if it’s not acted upon.

Your Success is My Success

A great coach will always help you to see your blind spots and help you to take steps forward in ways you may not see on your own. This will be the key to our success as a team and I’ll be rooting for you the entire way!

For your complimentary 30-minute session, Contact Me today with the subject: coaching.

Frequently Asked Questions (FAQ)


Financial coaching is all about you.  We are here to get you results.

I will work with you one-on-one to help you unleash your untapped potential.  Part of the process is exploring what drives you internally, and identifying the specific outcomes you desire.

We will learn about what makes you “tick”, and define WHY you want these outcomes.  We will work on creating a plan that excites you to take action – after all we are looking for lasting change.

Additionally, I’m here to provide you support.  This could be bridging a gap in knowledge, providing motivation to be your best self, and/or simply offering you another perspective.  My mission is to help you achieve financial freedom sooner, rather than later.

There’s nothing worse than hiring an “expert” who hasn’t “walked the walk”. As an early retiree, I know exactly what it takes to save and invest for the “future”.

To learn more about my background and unique qualifications, please check out my About page.

My coaching goal is to help you achieve your highest potential. As such, you must be prepared to step out of your normal routine. All this means is that you will need to have an open mind, be willing to take action, and trust in your own ability to create results.
Coaching is an interactive process, so we will communicate through various methods such as Phone, Email/Text, Skype/Facetime (Video), and/or In Person if possible.
Each person holds so much power within themselves that needs to be let out. Sometimes they just need a little nudge, a little direction, a little support, a little coaching, and the greatest things can happen.Pete Carroll