Financial Coaching

Especially for women, nonbinary folks and parents trying to plan for the future and live for today.

Anna Fitzgerald Financial Coaching
Personal Finance For Everyone. 1. Get Organized. 2. Make a Plan. 3. Live Your Life.

Overwhelmed by what you think you should be doing but haven’t done with your finances? Don’t know where to start?

I can help!

 

Who is Anna?

I am an artist and mother of 3 and for years I have studied personal finance because I LOVE it. I love talking to people about it, answering questions, teaching them how to set up accounts and make a plan for how they want to use their money to live a life of value. One day it dawned on me, I could do this thing I love with more people!

I want to help you feel in control of your finances, feel powerful and knowledgeable about your money, and secure in planning your future and living your life today.

I’m here to help as we face your finances.

Let go of the shame or the guilt.

We will look at your numbers and talk about your values and goals. We will decide once and make a plan.

You will live your life.

Some places where I can help:

  • Troubleshoot a budget that’s not working.

  • Find out why there isn’t enough money at the end of the month and what changes can be made.

  • Figure out if you can afford a house, a renovation, a trip or other big expenses.

  • Help you start a retirement account

  • Understand investing: where and how to do it.

  • Automate savings and investing to match goals and values.

  • Figure out cash flow issues and where changes can be made.

  • Help you figure out where excess money should go.

  • Simplify the puzzle of your finances, and help you fully understand what is going on.

  • Guide you in specific questions regarding debt payoff, saving and investing for retirement or...so many other things!

  • Understand your relationship and history with money and how you can move forward in a way that matches your goals and values.

  • Let go of mistakes you made in the past (we all have them!) and plan for the future while living in the present!

What my clients say:

“Anna is half finance person and half therapist who helps people actually face their finances” - Carole