At olivetree financial coaching we believe that everyone can and should understand their own financial life. Therefore, we work with you to do just that by making a plan that works for you.
The goal is always to get you comfortable with making conscious financial decisions and confident in your future.
We work with you to create a plan that puts your financial life in
SHAPE.
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Email me so that we can start getting that plan into SHAPE.
SUSTAINABLE
It’s a plan for the long term, so you can apply it until your situation changes. You will also own your plan, so that you’re keeping more of your money.
HOLISTIC
We consider ALL of your financial life. We'll make sure you maximize your benefits, have the right insurance coverage, invest appropriately, and understand the impact of decisions.
ALIGNED
Your plan aligns with your values, goals, situation, and approach to life. We will understand your objectives and make sure you stay true to yourself.
PERSONALIZED
Everyone has different hopes and dreams, means and expenses, objectives and ways to get there. We meet you where you are and help guide you to where you want to go.
EFFECTIVE
Our plan will help you get from where you are to where you want to be. We’ll work on specific, detailed steps to move you towards your goals and objectives.