How Can a Financial Coach and/or Paralegal Help Me?

STEP 1: Discuss and Diagnose Your Financial or Legal Situation

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

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We will discuss your immediate needs and long term goals, and then use those metrics to help you move from where you are to where you want to be on your journey.

JUST REMEMBER:

Sometimes the FIRST step

can be the most difficult!

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

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I will utilize proven paralegal and/or coaching strategies, as well as resources and tools that will equip you to make the changes necessary to reach your goals.

JUST REMEMBER:

If you aim at nothing

you'll hit it EVERY time!

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

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Whether your need is one-time, monthly, quarterly or annually, I will help you gain momentum as you continue to work toward achieving your desired milestones.

JUST REMEMBER:

Parked cars never arrive -

so keep moving forward!

A Brief Background...

My career path began as a certified paralegal working in Estate Planning, Litigation and Workers' Compensation law firms. I then moved into operations management where I could broaden my skill set.

In 2010, I found my life 'passion' when I was introduced to a very simple, yet profound, financial principle:

Manage your money, or your money WILL manage you !!!

Since that time, my continued learning, teaching and encouraging have given me the ability to help hundreds of individuals create a hedge of protection over their household and finances, while they move toward achieving their financial goals and overall wellness.

Frequently Asked Questions

How Are Financial Coaching and Legal Matters Connected?

As a certified financial coach, I will help you establish healthy money behaviors as you move toward your financial goals.

As a certified paralegal, I will help empower you by providing information in areas such as car accidents, insurance, estate planning, family and civil litigation. Although paralegals CANNOT give legal advice, I am educated and experienced in legal matters and can provide resources to save you time and money; especially when compared to the costs and time associated with hiring an attorney.

If/when an attorney becomes necessary, I have an established legal network to assist you; because the worst thing anyone can do in a legal matter is to ignore it and hope it resolves itself.

SIMPLY PUT: If you don't know your legal rights, you don't have any!

Why Do I Need Financial Coaching?

As your certified financial coach, I will Motivate, Inspire, Challenge and Equip you as you move along YOUR personal financial journey to where you ultimately want to be. Whether you are just starting, are somewhere in the middle, or have already achieved financial peace and need coaching for giving and wealth building, I can provide the support and resources you will need to reach your financial goals.

Since money management is 20% KNOWLEDGE and 80% BEHAVIOR, I will be an invaluable tool you can utilize in order to ensure you stay focused on your journey.

In What Areas Can Financial Coaching Help Me?

There are many ways I can help you establish financial health and wellness. Some of the more common are budgeting, emergency fund savings, debt, employment/business opportunities, giving and generational wealth.

During your free consultation we will discuss your current financial position, goals and expectations; all of which are critical in helping to determine the best approach for your future coaching sessions.

Can Financial Coaching Help Me Plan for Retirement?

Because certified financial coaches are NOT certified financial advisors, I CANNOT give any type of advice or strategies regarding investments or retirement accounts. Financial advisors and paralegals each have distinct specialized training, so we must defer to each other's expertise.

As your financial coach, I can provide information on different types of investments, after which you can discuss in detail with an investment professional if you choose to do so.

My primary goal is to help you succeed by empowering you to make your own decisions. I am simply a tool that helps guide you through the process with education, resources and referrals that will equip and give you confidence. This is why I have a referral network of licensed Financial Advisors, Attorneys, Accountants, Realtors, Therapists, Bankers and Insurance Professionals for when the need arises.

Request a Free Consultation

Click below to request a FREE consultation to discuss whether my paralegal and/or financial coaching services would be a good fit for you.

Contact Information

1413 Linda Vista Drive, Suite A, San Marcos, California 92078, United States

coach@hopenowfc.com

Business Hours

By Appointment Only

Experienced Financial Coaching and Paralegal Services

How Can a Financial Coach and/or Paralegal Help Me?

STEP 1: Discuss and Diagnose Your Financial or Legal Situation

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

A Brief Background...

Frequently Asked Questions

Fear is the Enemy of Hope

Request a Free Consultation

Contact Information

Business Hours

GET STARTED TODAY

Subscribe to Hope Now Financial Coaching

Experienced Financial Coaching and Paralegal Services

How Can a Financial Coach and/or Paralegal Help Me?

STEP 1: Discuss and Diagnose Your Financial or Legal Situation

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

STEP 2: Share Tools and Resources That Will Help You Grow and Succeed

STEP 3: Help You Stay Focused as You Move Closer to Your Goals

A Brief Background...

Frequently Asked Questions

Fear is the Enemy of Hope

Request a Free Consultation

Contact Information

Business Hours

GET STARTED TODAY

Subscribe to Hope Now Financial Coaching

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