*Figuring out where the money is going?
*Creating a maintaining a spending plan?
*Increasing cash flow?
*Saving for future goals?
A personal money mentor is an offshoot of financial planning and helps clients overcome limiting financial beliefs and behaviors, assists in a budgeting process and is there to find the very best in financial services that one needs. They can come from many backgrounds—accounting, counseling, psychotherapy, and even bookkeeping and is there for you as your own personal go-to when making decisions about your finances in business or at home.
A Money Mentor isn’t actually offering financial or investment advice, but can help when dealing with other money issues whether it be personal or business related. Specifically, I can help you understand financial matters at different stages in life – whether you’re starting out including:
*Buying your own Insurance for the first time (car, rental, home, life or long-term care).
*Resume creation and editing - including new to the workforce (recent graduates) or professionals entering at later stages of life.
*Newlyweds overwhelmed with the idea of combining finances
*Start-ups (and Entrepreneurs) needing a business plan,
(It takes an entrepreneur to mentor an entrepreneur. The entrepreneurial mind is unique. Passion, creativity, excitement and overwhelm are all a part of the process. Learn to effectively execute your personal vision with a coach that has over 15 years experience assisting small to large businesses successfully.)
*Businesses needing cash flow management or even a fresh marketing perspective.
I offer valuable tools to avoid unnecessary obstacles for reaching future business and personal goals. My assistance covers a range of money management and super topics, giving you the principles to help you get your finances in order. And the earlier you get started the better!
Contact me for your FREE initial consultation.
~OR~
Reserve a 60-minute session!
Want to start slow?
I have authored two books to help get you started:
How to Create Wealth (2011)
Reviews: "Easy techniques and strategies that ANYONE can use to help their finances regardless of income. So many 'create wealth' books only give practical advice for those who already have comfortable incomes. This books puts things in perspective for people of all income types and gives encouragement that regardless of income you can create realistic attainable goals. Fun, quick read to the point and easy to use techniques."
"This book is so simple, so down to earth, so REAL. Yes folks, as much as I wanted something that was going to tell me how to magically manifest millions of dollars, I came to this which gave me the real tools and techniques that actually work."
Synopsis: Ms. Jones humorously talks about finances and budgets like she talks about diets. Almost everyone needs to work on both, but prefers to avoid the topic if at all possible. This book is full of easy to read information, worksheets and baby steps for those who think budgets are too hard to follow. Learn how you can have $20k in your pocket in 10 years. Highly recommended for anyone thinking (and/or stressing) about their money.
ISBN-13: 978-1463728007 $9.95 (paperback)
ISBN-10: 146372800X $2.99 (e-book)
Purchase Options:
Amazon
Barnes & Noble (paperback) (E-book is available HERE)
CreateSpace
IndieBound
Powells
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How to Buy Insurance (2011)
Synopsis: There are needs in life that are never covered in school. Life lessons that are never taught. Budgeting and how to adequately maintain health in personal finance is essential, yet is only learned through trial and error in life. This easy to read booklet will hopefully make your life better, richer and fuller through education of money management and personal finance when it comes to buying insurance in an easy to understand way.
ISBN-13: 978-1467928441 $9.95 (paperback)
ISBN-10: 1467928445 $2.99 (e-book)
Purchase Options:
Amazon
Barnes & Noble (e-book only)
CreateSpace
**NOTE** I am not a Certified Financial Advisor, nor do I claim to be. Although I have been in an out of the business of Insurance and Investments over the last 14 years, I currently do not hold a CFA after my name. If you are looking for a CFA, I can personally recommend a few. The advice I offer is based upon my own experiences and is not affiliated with any specific insurance or securities firm.
