Get Your Life Back!&
Financial Coaching
Simplify Managing Your Money
Life Gets Busy
Worrying about money takes up precious time and energy.
Let me give you back that time to enjoy your life, by managing your day-to-day personal finances and coaching you to better financial health and wellness.
- Relax, knowing your bills are paid on time
- Compassionate support for caregivers and loved ones
- Resolve to organize those endless piles of paper
- Stress less, knowing tax season will be easier
- Enjoy financial independence by eliminating debt
- Confidently negotiate with creditors
Peace of Mind, is Only a Phone Call Away
How Daily Money Management Services
Can Help You
As a Personal Money Management Expert,
I manage the day-to-day financial needs of individuals.
The services I provide, such as categorizing and paying bills, reconciling bank statements and tracking expenses, are particularly sought after by busy professionals, adult children of aging parents, those with special needs and chronic illness, estate and elder law attorneys, financial planners and accountants, psychologists, social workers, fiduciaries and other professionals.
Financial Coaching Can Make All The Difference
Financial coaching gets to the root cause of your relationship with money –
your money story. You probably have more money than you realize, it just needs to be managed better. With financial coaching, you will find that gaining control of your money is the conduit for managing every other aspect of your life.
I coach people from all walks of life and income levels. Unleash your potential to have financial stability, and rest in the knowledge that together, we will create an environment of confidentiality, safety, and concern for your well-being.
It’s time to create a new money story
Get Your Life Back!
Is This You?
How It Works
Discovery Call
Schedule a complimentary phone conversation. Together, we will
discern the services and strategies
necessary to resolve your
Daily Money Management and
Financial Coaching concerns.
Evaluation
The goal of this meeting is to create a plan of action. Whether we’re reviewing documents for processing, or pulling back the layers of your unique money story, this day establishes the beginning of your journey toward financial independence.
Action Plan
Once the scope of your objectives
has been met, a schedule will be set up to guard and preserve financial order. Accountability and on-going support will prove to be the keys to
getting your life back.
Helping People Just Like You…
Gina Saved Olivia’s Life
“We hired Gina to help Olivia with her day-to-day money management. Gina not only changed Olivia’s life, she saved it!
As Olivia’s Power of Attorney since 2017, Gina has expertly managed all facets of Olivia’s personal finances. I have never regretted our investment in Gina and would be happy to recommend her to anyone. I don’t know what we’d do without her.”
KSM, Wellesley, MA
Now We Enjoy Each Other’s Company
“As a professional working couple managing a home and 3 children, we are constantly on the go.
Kevin’s mother, Marie, is 82 years old and lives alone. Her husband passed away leaving her with no understanding of household finances. Kevin did his best to help but soon became stressed and resentful.
There was always a choice to make. Attend the kids’ activities or go to Marie’s to pay bills.
I asked our financial planner if he could help. He recommended Gina.
Thankfully, we now spend quality time with our kids and visits with Marie are enjoyable. There’s no more friction or guilt. We love Gina!”
Kevin and Joanne A, Gloucester, Ma
“We hired Gina to help Olivia with her day-to-day money management. Gina not only changed Olivia’s life, she saved it!
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