Is your financial life a mess?

As a certified wealth coach, Gerri A Harrison CFP EA can help you organize your financial life.

We help you determine your financial goals, what is important to you.  We create a plan for achieving those goals.  This can be anything from getting out of debt, financing a dream vacation, you going back to school or sending your children/grandchildren to school or starting your own business. And the all important – getting you to retirement. 

We can assist you in setting up a debt repayment plan that works towards getting you out of debt.  We are not a debt consolidator and we do not work with creditors.  We teach you how to do that.

We analyze spending habits to create a personalized spending plan for you.  This does not mean taking away every bit of fun that you have.  It is becoming conscious of how your money is spent and determining what is important to you.  A personalized spending plan is not meant to be a restrictive budget that you will follow for a short period of time and then give up on.

We analyze your credit report and work with you to increase your credit score.  This will potentially lower the cost of your borrowing, lower your insurance rates and give you more access to money.  We teach you appropriate uses of credit cards and various forms of credit.

We look for ways to automate your finances so that you do not need to be a slave to them.  Ongoing monitoring services are available.  Meetings can be as often as weekly or as little as once a month.  Email and phone support are available for those in-between times.

Our intent is to educate and to be someone who you are accountable to.  We want to get you on the right track and then keep you there.

We are willing to do an initial one hour consultation for free to introduce you to our services.  Please call for an appointment today.