Personal Finance Coaching
50
I can help you get a handle on your finances so that you can spend more time doing what you love, and less time working for others.
I focus more on understanding our overall relationship with money in context of everything else, in contrast with more nuts and bolts financial planning or advising.
Have you realized that most financial advisors are trying to sell you investments or make commission off managing your money?
Well I don't have this conflict of interest.
Are you looking to get smarter about considering how money is just one factor in setting your life goals?
I can help you break the cycle of trying to trade happiness for money and then spend money to "create" happiness.
I'm a technical professional who, through smart planning and goal assessment, is close to reaching financial independence or "early retirement", where you can then work for its own sake rather than for survival need.
Reaching this point gives you both leverage and peace of mind when looking for "jobs" or building a business, taking the pressure off and allowing you to approach these endeavors more organically.
Despite "middle class" wages, sabbaticals and unemployed periods, I managed to get to where I am not so much from "hard" work, talent, or luck, but the right perspective and attitude to see the bigger picture. Granted I've had some breaks and other privileges, but I've kept my feet on the ground and learned from a lot of wise people, as well as having studied the basics of conservative investing for the long haul.
I have experience helping numerous others develop and weigh options they never conceived were possible. Working with the numbers can help you visualize possibilities you didn't know exist. But most importantly, life is more than numbers, and so being skilled with numbers is best paired with being mindful about developing healthier, saner relationships with an often overwhelming economic and financial system and a culture that glorifies wealth chasing
Further, working with your financial situation, no matter how crazy the spending and debt, or how low the income, I can help you set goals that are designed to allow you to take control of your life no matter what your career or business ambitions are. By being clear on your bigger goals, you can help see the larger picture beyond just figuring out how to make as much money as possible. Real financial freedom comes from understanding yourself and your bigger goals first, and therefore can help take the pressure off of having to make risky business moves or working untenable jobs or expensive living situations and lifestyles any longer than is necessary. It really is easier than you think if you're open to stretch and grow your thinking and imagination!
I'm happy to sit down and look at your current financial picture with you, and help you develop realistic options and strategies to make you both more focused and confident in going after what truly serves you and in turn being more able to truly serve others. Instead of the vicious circle of alternating between big dreaming and cynicism, let's look at the real numbers, winnow the realistic options, and develop some tools that you can take with you to keep course correcting as you continue learning and growing on your own after we meet a few times.
Looking forward to working with you!
Training & Qualifications
MS Systems engineering, BS Environmental engineering, long time researcher of personal finance. I've dealt with real estate, mutual funds, W2 jobs, fun jobs, independent jobs, and have participated in discussion and blogs on financial independence for years.
Availability & Preferences
After 6pm PST weekdays, and sometimes weekends