Financial Coaching
Gain financial literacy, learn how to organize your financial future, and improve how you and your spouse talk about money.
I Help Highly Motivated Couples Learn…
- How to create a bulletproof budget and stick to it
- How to accurately track your spending month over month
- How to spend less than you make (without feeling like you have less)
- How to keep more money each month without earning any more
- How to streamline bill paying so you never miss a payment
- How to quickly build up an emergency fund/rainy day fund
- How to save for a down payment on your dream home
- How to crush student loan debt instead of feeling crushed by it
- How to prioritize when and what to invest in (401K, Roth IRA, 529s, HSAs, etc.)
- How to finally end fights about money in your marriage
- How to talk about money in a healthy and constructive way
- How to set and reach financial goals (both short-term and long-term)
- How to live with an abundance mindset instead of a scarcity mindset
- And much more
What You Will Gain…
- Clarity: Better understand what you spend money on, how much each month, and why
- Control: Control over your day-to-day and month-to-month spending habits
- Stability: Ability to absorb a financial emergency that strikes
- Organization: Skills to stay on track with bills and financial goals
- Actionable Advice: Custom-tailored action plans that get your family from Point A to Point B
- Financial Well-Being: Calmness when interacting with money
Testimonials
“I’ve known Bob for over 15 years, and he’s one of the smartest and most capable people I’ve ever met. He’s accomplished, extremely hard-working, motivated, and a man of integrity. Aside from being a true expert in his field, he genuinely cares about the people he works with and puts his all into helping them succeed.”
Eric Weinberg, MHRM, CCP, GRP
VP of Compensation at Prudential
“Bob is incredibly sharp, insightful, and adept at helping others discover and leverage their inherent strengths to achieve their goals. He does all of this while being a great listener, a trusted advisor and confidant, and an amazing person. I cannot recommend Bob highly enough.”
Adam Saunders, Esq.
Associate Attorney at Debevoise & Plimpton
“Bob is an incredibly smart and empathetic person who is excited and motivated to help in any way he can. His passion for self-improvement is inspiring, and his ability to help others set and achieve their goals is equally impressive.”
Jake Binstein, MBA
Senior Quality Assurance Engineer at Audible
“I cannot recommend Bob enough. He is thoughtful, insightful, knowledgeable in his craft, and truly committed to the success of the people he helps. I cherish certain insights Bob has shared with me throughout the years of knowing him, insights that have shaped the way I perceive myself and my own ability to become the person I need to become.”
Aaron London, BSN, RN and Insight Coach