Get Smart With MONEY & INVESTING
Take Control of Your Money
Build Your Future
Making investing simple and achievable for everyone with proven strategies and personal coaching.
PERSONAL FINANCE
INVESTING
TRADING
Transform Your Financial Future with Expert Coaching
Personalized coaching designed to help you take control of your finances, learn to invest with confidence and get your money to work and build long-term wealth.
- Learn how to grow your wealth, even if you're starting from scratch.
- Stay on track with expert coaching and motivation.
- Gain the skills and confidence to manage your money for life.
01
Personal Finance
Grow your financial health and well-being by master budgeting and financial planning.
- Financial Regeneration Plan
- Cash Flow Management
- Saving Goals & Plan
- Budgeting & Monitoring Tools
02
Investing
Learn techniques and strategies for long-term wealth creation through smart investing.
- Understanding the Stock Market
- Account Options & Tools
- Building a Portfolio
- Bitcoin and More...
03
Active Trading
Develop skills for short-term market strategies and advanced trading techniques.
- Trading Tools
- Chart & Technical Analysis
- Risk Management
- Trade Startegies and More...
Nice to meet you!
I'm Jocelyn (Jo)
Trader, Money Expert, Coach, Tech Geek, World Traveler, and Woodworking Hobbyist. My mission here is to empower you with the financial mindset and skills to take control of your money and investments with confidence.
5 Reasons Why Financial Coaching is the Best Way to Take Control of Your Money
If you’re feeling overwhelmed by your finances or unsure how to start investing, you’re not alone. The good news? A financial coaching program can help you break free from the stress and finally achieve clarity, confidence, and control. Here are five compelling reasons why financial coaching is the ultimate solution to your money challenges:
1. Personalized Guidance Tailored to You
Unlike one-size-fits-all advice from books or blogs, coaching is tailored to your unique financial situation, goals, and challenges. Whether you’re managing debt, saving for a major milestone, or just starting to invest, you’ll get a customized plan that works for you.
- You’ll avoid wasting time on generic advice and focus on strategies that deliver real results.
- Imagine the relief of having a clear roadmap that feels doable and made just for you.
2. Gain Confidence in Your Financial Decisions
Financial jargon and confusing advice can make you second-guess every move. Coaching demystifies the process, giving you the knowledge and tools to make confident, informed decisions about your money.
- Learn proven strategies to grow your wealth without guesswork.
- Say goodbye to the fear of making mistakes and hello to peace of mind.
3. Accountability to Stay on Track
We all know how easy it is to set goals and then let life get in the way. A coach acts as your personal cheerleader and guide, keeping you accountable and motivated to stay on track—even when challenges arise.
- Consistent progress means you’ll achieve your financial goals faster.
- Feel supported every step of the way, knowing someone’s in your corner rooting for your success.
4. Learn to Invest with Confidence
Investing can feel intimidating, but it doesn’t have to be. With expert coaching, you’ll learn how to make your money work for you, from understanding the basics to mastering advanced strategies.
- Build a portfolio that aligns with your goals and risk tolerance.
- Experience the excitement of watching your money grow and knowing you’re building a secure future.
5. Transform Your Relationship with Money
Coaching isn’t just about numbers—it’s about shifting your mindset and developing healthy habits that last a lifetime. You’ll move from feeling overwhelmed to empowered, unlocking a new level of confidence and freedom.
- You’ll create a sustainable financial foundation for long-term success.
- Feel proud of your progress and excited about your financial future.
Ready to Take Control of Your Money?
You don’t have to figure it all out on your own. With personalized support, expert guidance, and a step-by-step plan, you’ll finally feel in control of your finances and confident about your future.
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F.A.Q.
Find answers to commonly asked questions about our services and approach.
What is a financial coach?
A coach works with you to determine how to best achieve your financial goals, live by your values, and break emotional barriers that are preventing success. You will receive an education of sound financial principles while making money fun and exciting. A financial coach is very similar to a Fitness Coach: you will learn how to achieve your goals, get all the tools and resources for success, and stay accountable to your coach. And just like a fitness coach, they can’t do the hard work for you. Your commitment and action is what gets you results!
How do your coaching & mentoring services work?
The coaching services are tailored to your individual financial goals. We start with an in-depth consultation to understand your needs, then create a personalized plan. You’ll receive ongoing support, guidance, and tools to empower you in managing your finances and investments.
How is a financial coach different from a financial advisor?
A financial coach does not handle your investments or tell you what to invest in. We do NOT sell you insurance or any other financial products. A coach helps you with budgeting, paying off debt, spending, savings and investing, all in alignment with your values. After working with a financial coach, you may want to then work with a financial advisor to learn how to invest in a tax efficient manner according to your goals and situation.
Do I need a lot of money to work with you?
Absolutely not! I am your best money friend and will recommend a solution that is best for you. That could mean a financial coaching program, but it could also mean other professionals or resources that might serve you.