Hi! I’m Brent
Can I help you talk to your parents, partner, or kids about money?
Feeling “sandwiched?” The weight on your shoulders is real. Financial conversations are hard…and emotional….and important.
Turn anxiety into clarity and confidence.
A Financial Reset
How clear is your financial picture? What about your family? What would it feel like to know where your money is, where it’s going, and have a clear plan for what you want to change?
An Emotional Recharge
How full are your batteries? An empty lantern gives little light, and we can help with the emotional labor of having difficult financial conversations without judgment.
An Aspirational Reboot
Have your goals and dreams been sidelined while you take care of everybody else? When was the last time someone helped YOU work through what YOU really want? Better yet, help you build confidence in your plan to make it happen.
No judgements, no sales pitches.
My team and I will praise where you are, cheer for where you’re going, and won’t judge you for where you’ve been (hey, we’ve been there too).
We have no financial products to sell or stock tips to give. We don’t want to manage your money, we want to help you gain confidence managing it yourself. We’re coaches and facilitators, not advisors.
And for sandwich-ers like us, a big part of that confidence is knowing if you need a plan for your parents moving in or not.
Schedule Your First Call For Free
Think of our first session on Zoom as an annual checkup. No judgement, no sales pitch, just a conversation about how you’re doing, what (or who) is on your mind, and where you want to go next. We’ll aim to leave you with more clarity, confidence, and concrete next steps.
We’ll also send send you a structure and templates for your plan to make it happen (and yes, if you want help implementing the plan you can hire us! But no pressure)