Have you experienced student loan, credit card, or car debt? Attempted to juggle saving, paying down debt, and investing? Dealt with debt collectors or life insurance salesmen?
Me too, but I’ve made it through and learned a lot along the way, and I’d love to share with you.
If you’re like most people I’ve met, you were probably never given a decent financial education. And whether you’re just starting out or you’re in the thick of things trying to navigate without a map, it’s a daunting task to try and build a foundation on your own.
But I want to give you the tools AND teach you how to use them so you can take control and pursue your goals. Some examples include:
Prioritizing investing versus debt pay-down
Life event planning (e.g. college, children, car, house, etc)
If I do my job right, you may never talk to me again, unless of course you want to brag about your success!
How I can help
While my degree is in naval architecture and I work full time as one, I realized I needed to learn a lot more about personal finance after graduating college with much more student debt than I had anticipated. My first exposure to personal finance was when I earned the personal management merit badge on the way to becoming an Eagle Scout. After educating myself in the area over the last several years, I began to educate friends and family, which is something I’ve always enjoyed doing anyway. In the process, I realized that there are many people without a good understanding of personal finance, and I decided that turning what I had been communicating to my friends into a course would be the perfect way to combine my interest in personal finance with my passion for helping others.
I do not sell products nor receive commission for anything I recommend.
I’m here to give you the information so you can make informed decisions to take charge of your financial future.
This year, I moved into a new apartment, started a new job, and adopted a puppy. I was saddled with student loans and credit card debt. Suffice to say, Sean’s services were badly needed. I selected the gold package and can safely say it was worth every penny. Sean set me on the right track to financial freedom by helping me organize every detail of my finances and setting a comprehensive plan going forward. He understood my needs and preferences and let me set a flexible budget which allowed me occasional luxuries while still keeping me accountable. The snowball student loan payment plan in particular has helped me face this issue with confidence. Thank you Sean!
Medical Practice Liaison
This class was a great introduction to the adult financial world. Learning about all that on your own can be overwhelming but Sean presents the information so that it's simple, logical, and easy to understand. I would highly recommend this to any newly graduated student just getting into the adult world. We went over all the basics, like budgeting and tackling student loan debt, to even more, like how to invest. I now feel so much more prepared!
Fresh Face College Grad
Being a recent college graduate, I felt anxious about how to manage my finances - especially with the reality that I now had student loans waiting to be paid off. Sean was great in helping me put together a budget plan and in helping me understand a variety of financial topics. Since meeting with Sean, I've been more conscientious of where my money is going and feeling more confident and ready for my future!
Web Design & Development Assistant
Whether you know you want help or you think there’s an area of personal finance that you might be a bit fuzzy on, schedule a free consultation now! Who knows, there may even be a completely new aspect of personal finance you’ve never heard of!