The Money Handle offers one-to-one coaching unique to your financial situation and life goals.
We believe that you have a purpose in life as an individual, a parent, a spouse or as a working professional. We are here to help you live for that purpose, those things you care about and consider important in life.
We acknowledge that your personal finance and family finance play a role in your life ambitions so we work with you on:
Financial Goal Setting
Identifying what you desire in life and how to organize your money to achieve this.
Budgeting
Planning for where you need and want your money to go so you can live for the people and pursuits you value most.
Tracking Expenses
Identifying where your money goes and keeping your money focused on your goals.
Managing Debt
Identifying challenges, to control and pay off debt.
Saving
For emergencies and to achieve your short and long term aspirations.
Investing
Understanding the potential to grow your money for the future.