Hello, I'm so glad you're here!
Hello, I'm so glad you're here!
“I help women to eliminate debt, build wealth and plan for retirement.”
Empowering Women to Build Wealth with Purpose.
services
financial goal session
We will look at your future money goals and discuss where you are now and how to reach your goals.
We will look at the tools available to you that can help you get there.
debt crushing
We will look at your current debt and set up a step-by-step target date that you agree to do. You will be assigned action steps to complete with tools to use before each session to monitor progress. You will learn how to avoid debt by creating a budget that you can track and build an emergency fund. You will learn how to be mindful of your spending habits to avoid future debt.
building a new strategy
We will look at your goals for building wealth and do a risk assessment. Once we determine your risk level and how you handle money a plan will be created with tools to assist you for building wealth. You will be assigned action steps to complete before each session to monitor progress. You will learn how to chart a path forward with consistency with your money habits.
retirement planning
We will look at how many years before your retirement and what your risk level is by providing a risk assessment. We will discuss what you want to have at retirement and how to get you there. We will also look into current retirement plans and review where you are to see if you need to make some small changes. Target dates will be set for each milestone leading to your retirement date. You will be assigned action steps to complete before each session to monitor progress.
Learn more
coaching with donna
types of coaching
Personal Finances
Professional Guidance
Financial Education
Improved Relationship with money
style of coaching
Strategic
Goal Oriented
Flexible and Supportive
Faith-Based
“You ARE YOUR GREATEST INVESTMENT.”
Testimonials
Kendra I.
“Donna was helpful with improving my finances, that I very much needed assistance with.
Donna assisted me with my taxes and not owing the IRS as I had previously before meeting her. Donna expertise, insightfulness, compassion, and dedication along with other qualities was and is demonstrated in her work. I now have a relief of not owing the IRS with the assistance of Donna. I highly recommend her financial services and advice, if you’re struggling in this area. Thank you, Donna for providing me with exceptional service.”
NLIC Director of Finance
“We recommend Coach Donna for her integrity and professionalism.
She serviced our church in providing wisdom to our church employees about the importance of wealth building. She was patient with us in helping us set up the process. We now are on the road to being good stewards of our investments. Thank you, Coach Donna!”
VMOORE ENTERPRISE LLC
“I highly recommend Coach Donna for your investment advice and understanding the process for small business owners.
She imparted to me wisdom in that it’s never Too late to restart investments despite the many challenges of being a small business owner. We appreciate you Coach Donna.”
dcosette
Coaching
Creating a plan that works for you
Through a balanced and personalized approach, we can create a unique plan, that will improve your finances and give you peace of mind. Let’s get started today!
