We help you develop personal financial skills,
so you can handle your finances with confidence.
It’s exchanged to show the value for what you’ve either given or received.
If only it were that easy…
Think about it.
We chase it, grasp it, hoard it, and stash it.
We burn through it and let it slip through our fingers.
Those are just some of the things we humans do with money…
…And it can get in the way of how money flows in and out of your life.
You can’t always put your finger on why you do these things.
Imagine if you could ease your negative thoughts and behaviors with money, make peace with it, and just let money flow in and out of your life. No attachments necessary.
It’s possible. That’s how a financial coach can help you.
Then there’s the HOW TO part of being able to take charge with your finances.
We help you develop personal financial skills through our financial education programs.
Most of us weren’t taught HOW to handle our finances when we were growing up, leaving us in a hot mess of trial and error that compounds throughout our lives.
When equipped with the powerful combo of the right mindset, confidence building knowledge, and the skills to take consistent action, you’ll be on the road to financial empowerment.
Certified Master Life Coach helps you uncover your hidden money beliefs and overcome obstacles.
Digital courses to help you develop personal financial skills (coming soon).
30 years of experience as a fiduciary in wealth management and financial services. Bound by the Certified Financial Planning Board's Code of Ethics.
We provide financial coaching and financial education based on a breadth of experience in wealth management, lending, investing, retirement planning, estate planning, and life coaching.
Our coaching services and programs can help you whether you’re just beginning your financial journey or are well-established and developing as your financial wealth expands.
We help you identify the money beliefs that are holding you back from taking action and help you reframe them so you can take positive action.
We empower you with financial knowledge so that you can confidently speak with your financial advisors about your specific circumstances.
We are not an investment management firm or registered investment advisers. We cannot provide you with specific financial advice, specific investment advice, or specific tax advice.
We always advise you to speak with your financial advisers, tax professionals, and legal professionals before you implement any strategies or tactics to your overall financial plans.
Finnegan Financial Coaching, LLC is in the business of providing financial and life coaching to clients who wish to improve their understanding of their financial situation and skills for making decisions surrounding their lives. Finnegan Financial Coaching, LLC does NOT provide specific investment, tax, or financial advice. As such, Finnegan Financial Coaching, LLC is not required to register as an Investment Advisor under Section 25009 (a)(2) and (5) of the CA Corporations Code.
Interested in financial coaching but not sure it’s right for you?
Try it out with a NO RISK 30-minute free coaching call.
If you find you like it, we can discuss how you can continue with a coaching program.
If it’s not for you, no worries! We can always stay in touch for when the time is right.
SCHEDULE A FREE 30-MINUTE COACHING CALL