Lions Gate Portal Financial Services

Lions Gate Portal Financial Services

5.0
1 employee

About this pro

   

My aim is to provide you with the tools you need to be able to make financial decisions on your own.

While you may still desire a second opinion or some added perspective on some things, I work to give you confidence in making some financial decisions on your own. Once you feel you are on the right track after working with me to create a plan, you will need me less and less. As big things come up, like starting a business or purchasing property, you'll know who to reach out to. But day-to-day things, like your insurance needs and retirement investing, will be familiar topics that you can evaluate for yourself most of the time. Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. This is where empowerment has its biggest influence.

While I feel my purpose is to help people in practical ways, there is an additional healing aspect to my work. I take great pleasure in not only working with numbers but also offering advice that helps people improve their financial well-being. This ties directly to the work I did as a personal trainer, where I treated my clients with respect, attention, and dedication. I view each person’s situation as unique and I tailor a plan to fit their needs and goals. There is no greater joy to have in one’s career, than that of helping clients transform their lives and see them continue on a path towards living a healthier and happier life.

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Credentials

Fairfax, VA 22033
Email verified
Phone verified

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FAQs


What is your typical process for working with a new customer?

There is a complimentary 1-hour consultation where I gather information on goals and objectives. I explain how I may help and what the next steps would be. If the decision is to go forward with services, a Client Service Agreement is created for the services. In the CSA there will be a fixed price for the services chosen. We will work together to create a plan. 


What education and/or training do you have that relates to your work?

I have a Masters in Science of Accounting and hold the Chartered Financial Consultant certification through The American College of Financial Services. I have 6 years of experience counseling clients in improving their health and fitness.  And a year of experience in financial planning. 


Do you have a standard pricing system for your services? If so, please share the details here.

Financial Planning Hourly Rate $175

Financial Coaching Hourly Rate $100  


How did you get started in this business?

I am passionate about helping people live their lives to their fullest potential.  I enjoy personal finance topics and feel that the education system has not adequately delivered in this area.  It is especially problematic for people who have anxiety or emotional issues that affect their relationship with money.  I'm here to help. 


What types of customers have you worked with?

Nurses, Military, Doctors