Get Your Life Back!&
Financial Coaching
Simplify Managing Your Money
Life Gets Busy.
Worrying about money takes up precious time and energy.
Let me give you back that time to enjoy your life, by managing your day-to-day personal finances and coaching you to better financial health and wellness.
- Relax, knowing your bills are paid on time.
- Compassionate support for caregivers and loved ones.
- Resolve to organize those endless piles of paper.
- Stress less, knowing tax season will be easier.
- Enjoy financial independence by eliminating debt.
- Confidently negotiate with creditors.
Peace of Mind, Is Only a Phone Call Away
How Daily Money Management Services
Can Help You
fiduciaries and other professionals.
Financial Coaching
Let’s discover your personal money story.
Is This You?
Click to find out more…
How It Works
Discovery Call
Schedule a complimentary phone conversation. Together, we will
discern the services and strategies
necessary to resolve your
daily money management and
financial coaching concerns.
Onboarding
The goal of this meeting is to create a plan of action. Whether we’re reviewing documents for processing, or pulling back the layers of your unique money story, this day establishes the beginning of your journey toward financial independence.
Maintenance
Once the scope of your objectives
has been met, a schedule will be set up to guard and preserve financial order. Accountability and on-going support will prove to be the keys to
getting your life back.
In my own life, I’ve struggled with money and I’ve seen many other people struggle to manage their money. What I’ve discovered is we all have one thing in common. We want to get our lives back.We Help People Just Like You
Gina Saved Olivia’s Life
“We hired Gina to help Olivia with her day-to-day money management. Gina not only changed Olivia’s life, she saved it!
As Olivia’s Power of Attorney since 2017, Gina has expertly managed all facets of Olivia’s personal finances. I have never regretted our investment in Gina and would be happy to recommend her to anyone. I don’t know what we’d do without her.”
KSM, Wellesley, MA
Now We Enjoy Each Other’s Company
“As a professional working couple managing a home and 3 children, we are constantly on the go.
Kevin’s mother, Marie, is 82 years old and lives alone. Her husband passed away leaving her with no understanding of household finances. Kevin did his best to help but soon became stressed and resentful.
There was always a choice to make. Attend the kids’ activities or go to Marie’s to pay bills.
I asked our financial planner if he could help. He recommended Gina.
Thankfully, we now spend quality time with our kids and visits with Marie are enjoyable. There’s no more friction or guilt. We love Gina!”
Kevin and Joanne A, Gloucester, Ma
“As a professional working couple managing a home and 3 children, we are constantly on the go.
Kevin’s mother, Marie, is 82 years old and lives alone. Her husband passed away leaving her with no understanding of household finances.
I asked our financial planner if he could help. He recommended Gina. Thankfully, we now spend quality time with our kids and enjoy visits with Marie. ”
Kevin and Joanne A, Gloucester, MA
“We hired Gina to help Olivia with her day-to-day money management. Gina not only changed Olivia’s life, she saved it!
As Olivia’s Power of Attorney since 2017, Gina has expertly managed all facets of Olivia’s personal finances. I have never regretted our investment in Gina and would be happy to recommend her to anyone.
I don’t know what we’d do without her.”
KSM, Wellesley, MA
In my own life, I’ve struggled with money and I’ve seen many other people struggle to manage their money. What I’ve discovered is we all have one thing in common. We want to get our lives back.
Free from the burden, Free from the hopelessness. Free from the stress. Free to spend our time on things in life that bring us joy and connection. Having been a struggling jazz singer, to witnessing my family’s financial legacy fall apart, to being a single mom, I too have walked the path of financial insecurity. More than once. Realizing that overcoming these struggles is best accomplished with consistent daily money management, I transformed my life and now I want to do the same for others.
I’ve seen busy professionals making good money but not having anything left over because they don’t have time to manage their everyday finances. Burgeoning artists who struggle with financial insecurity. Young adults working through student loan debt to retirees and seniors who are not financially prepared to live on a fixed income or are becoming limited to the point of neglecting to pay the monthly bills.
Observing these personal money stories has been incredibly eye-opening. I’ve come to understand many of the pitfalls that people encounter when trying to manager their day-to-day finances. My desire is to help people get their lives’ back.
Let’s explore your unique money story and get your life back.