SmartStart Personal Finance
Create your best financial life
I mentor young professionals to overcome financial frustration and confidently create their best lives
Imagine A Better Financial Future…
Being in control of your finances
Banishing arguments about money
Subduing credit card debt / school loans
Spending money without guilt
Effortlessly paying bills
Knowing you're making the right moves
Seize Your Opportunity
As a young professional wanting to thrive financially, you can use your time advantage to organize yourself around The Financial Success Formula and launch yourself toward financial success.
The key is to start early. Get oriented, take control, make plans, and start investing in yourself and your future wealth before too much life happens and your opportunity fades away.
How do you start? Well, you can get ideas from internet articles (aka random clickbait and come-ons) or talk to people you happen to know (aka a small random sample). But will you know when you’ve got the information you need to make a smart plan? Will you have the confidence and bandwidth to implement your plan? How much of your life will you spend second-guessing yourself?
Let me humbly suggest you don’t have time to mess around like that.
Here’s an idea: get a mentor who’s lived the full cycle from new grad through decades-long working life to financial independence. Leverage templates and a step by step process crafted to maximize financial awareness and execution simplicity. Gain an advocate who understands where you’re coming from and who’s focused on setting you up to win. Get up and running as fast as you’re willing to go.
Let me help you launch.
Our mission is to mentor young professionals to build their best financial life now. Check out these free resources available from our website.
Watch: My Video Series
Follow my channel on YouTube for actionable content on steps you can take towards creating your best financial life.
Read: My Financial Literacy Blog
I periodically post articles and resources on my blog to help you make the most of your finances.
It happens every...
Frequently asked questions
Find quick answers to common questions using our helpful FAQs.
How will financial coaching/mentorship work?
I’ll do a free, no pressure 30-60 minute consultation to get to know you and your situation a bit and to let you see me in action. We’ll talk about improvement options and I’ll explain how coaching/mentorship works. I won’t ask you to make any commitments during that meeting. If you decide to work with me, then I’ll guide you through a 3-month “foundations” program of 8 working sessions (at least 9 hours working with me) plus homework. After that you’ll have the option to continue on your own or to continue working with me on a monthly basis for on-going accountability and growth mentoring.
What results can I expect from working with you?
Most of my clients experience relief and growing confidence soon after they start working with me. After completing the 3-month “foundations” program, most clients have a strong sense of direction for their finances, a clear strategy and plan, and are successfully executing their plan. Clients go from haphazard juggling of paychecks, bills, and spending, to a calm and controlled monthly process. They go from guilty spending and constant bank balance vigilance to flexible, guilt-free spending with the knowledge that their financial plan is on track. They go from high stress and constant conflict over money to routine and low stress communication with their partner.
Can I trust you to have my best interest at heart?
Yes, absolutely! I’m not making a living from selling or referring products. I don’t sell any financial products. I simply charge the same fixed fee for my services for everyone, regardless of what I need to do to help you with your unique needs. My goal is to help you get on the path to success, whatever that means to you.
What do you charge?
I currently charge $997 for the 3-month “foundations” program. Thereafter, clients may continue working with me month to month and the fee will depend on how frequently and how long we meet.
Why should I work with you rather than some other coach?
Because I’ve been there and done that, having put my kids through college and achieved financial independence after working 35 years in the corporate world. I lived the same basic wealth-building approach I teach my clients, and now I live comfortably off my investments. Of course there are lots of good coaches out there, but not many have the perspective of having personally implemented the full cycle.
Jim gave my husband and I an in-depth understanding of our finances and helped us set up systems to make management streamlined. We are now more organized and purposeful with our spending/savings to set ourselves up for financial success…thanks again – super helpful and motivating to get things going.