WHO I AM:
I am a financial coach who enjoys helping individuals and families achieve financial freedom and security. I believe that financial literacy is one of the best assets a person can have, as it empowers you to have control of your money, instead of it controlling you. After analyzing your current financial state and money spending habits, I provide individualized, comprehensive strategies to help my clients reach their financial goals.
Whether you're looking to get out of debt, save for a major life goal, or plan for retirement, I provide the tools, guidance, and support needed to make informed financial decisions. With a compassionate and non-judgmental approach, I am dedicated to helping my clients navigate their unique financial challenges and create a path to financial success.
WHAT IS A FINANCIAL COACH?
Unlike a financial advisor, who helps people manage their money, a financial coach helps you get to the point that you have money you need help managing!
As a financial coach I help individuals develop healthy financial habits, improve their money management skills, and work toward their financial goals. Unlike financial advisors who focus on investments and wealth management, financial coaches primarily assist with budgeting, saving, debt reduction, and overall financial literacy.
What I do as a Financial Coach:
Create a Personalized Plan – Help clients assess their financial situation and set achievable goals.
Teach Money Management Skills – Educate clients on budgeting, saving, reducing expenses, and managing debt.
Improve Financial Mindset – Help clients change unhelpful financial behaviors and develop better habits.
Provide Accountability & Support – Regular check-ins help keep clients on track with their financial plan.
Prepare for Major Financial Decisions – Guide clients on home buying, retirement savings, or paying off loans effectively.
SERVICES
With McSilva Money Matters, your journey begins with a free phone call where I provide in depth details as to what coaching with me looks like. This phone call will allow you to ask any questions you may have in regard to the coaching process and will provide some insight as to whether or not financial coaching is a service that will suit your needs.
If you decide that financial coaching is right for you, we will schedule a discovery call where we will take an in-depth look into your current financial state. For some people seeing where they currently stand financially is all the information they need, and ongoing coaching is not required. Others prefer the guidance and accountability a financial coach offers and opt into ongoing coaching. For these clients, I offer a three or six-month program.
Fee:
Discovery Session: $150
3 Month Coaching Program: (automatically billed monthly)
Once a month call: $100 per month
Twice a month call: $150 per month
6 Month Coaching Program: (automatically billed monthly)
Once a month call: $100 per month
Twice a month call: $150 per month
Month to month sessions are not available, however, if clients feel that they need to meet more than twice a month, this can be discussed.
Contact Me
Interested in working together? Fill out some info and I will be in touch shortly. I can’t wait to hear from you!
Grab your spot
Why wait to turn your financial dreams into reality? Book an appointment with me today and let's start the adventure of crafting a future full of possibilities!