Unlock Financial Freedom with Savvy Strategies: Your Trusted Partner for Building Wealth and Cultivating Expert Financial Habits

Financial Coach in Metro Atlanta, GA

Savvy Financial Habits is here to offer you a comprehensive financial Coach in Metro Atlanta, GA. We will provide you with personalized advice and strategies to achieve your financial goals. While we primarily conduct online coaching, We also offer in-person sessions for clients in the Metro Atlanta area.  

Whether you’re seeking assistance with budgeting, debt management, saving and investing, retirement planning, or any other financial aspect, we have you covered. With our coaching, you can better understand your financial situation, develop a plan to improve your financial habits and well-being. 

By working with me, you can expect to gain the following: 

  • A clear roadmap/blueprint for achieving your financial goals
  • Practical budgeting strategies and tools for managing your spending
  • A process for addressing specific financial concerns and navigating shared money decisions
  • Knowledge about investment options and a personalized strategy for building wealth/financial security
  • Personal empowerment to take control of your finances and build a secure future

Areas of Expertise

Financial Foundations

  • Understanding income and expenses and budgeting basics to create a spending plan 
  • Understanding one’s money mindset—the psychology of money and one’s money values 
  • Building an emergency fund 

Debt Management

  • Understanding different types of debt 
  • Developing strategies for managing and paying off debt 
  • Avoiding predatory lending practices 

Saving and Investing

  • Setting financial goals & achieving them in time
  • Understanding different investment options (stocks, bonds, mutual funds, etc.) 
  • Developing a long-term and consistent investment strategy 

Building Credit

  • Understanding credit reports and scores 
  • Developing strategies for improving credit score and proper usage
  • Responsible use of credit cards and loans 

Retirement Planning

  • Understanding Social Security and other retirement options 
  • Selecting and contributing to retirement plans (401(k), IRAs) 
  • Planning for retirement expenses

Financial and Legal Protection

  • Understanding the importance of life insurance, disability insurance, and health insurance 
  • Understanding the different types of insurance coverage 
  • Review of estate planning and life stage milestones (wills, trusts, POAs, advance directives, etc.) 

Generosity and Philanthropy

  • Planning for a charitable giving strategy 
  • Knowing the benefits of generosity for families 
  • Legacy planning

Consumer Awareness

  • Avoiding scams and protecting yourself from fraud 
  • Understanding financial contracts and terms 
  • Making informed decisions about financial products and services