Financial Coaching is a 45-minute, confidential meeting with professional financial planner (David K. Carboni, Ph.D., CFP®) who will provide you with information, tools, and dose of motivation to help you make better financial decisions. Though Financial Coaching does not provide investment, tax, or legal advice, it will help you:
- Set financial priorities
- Apply financial planning techniques to improve your finances.
- Formulate practical strategies to help you address your financial challenges.
- Help you assume more responsibility for your financial future.
- More effectively use your employer’s employee benefits and retirement plans.
Financial Coaching sessions are available either during the day or in the evening, in person or by telephone. As a reminder, Dave does not sell financial products or services so you can be sure that his suggestions will only have your best interests in mind. Dave has worked in the financial planning for over three decades. Likewise, he has conducted retirement and financial education planning workshops during that period.