What I do with Services
Speaking Engagements & Workshops:
Enlightening Your Path to Financial Literacy
Are you looking to empower your team, organization, or community with essential financial knowledge? My inspiring and informative speaking engagements and workshops are tailored to deliver practical insights on a range of financial topics. From fundamental budgeting and debt management to homebuying and estate planning, and cultivating a powerful mindset shift from scarcity to abundance, I demystify complex financial concepts. I foster an interactive learning environment, equipping participants with the tools and confidence to make informed decisions and cultivate healthy financial habits.
Ideal for: Corporations, community groups, educational institutions, non-profits, employee wellness programs, conferences, and seminars.
Financial Coaching:
Your Personalized Guide to Financial Empowerment
Navigating your financial landscape can be overwhelming. My one-on-one financial coaching provides personalized guidance and actionable strategies to help you define and achieve your unique financial goals. Each virtual session is approximately 45 minutes, offered with flexible hours to fit your busy schedule. I offer a supportive, non-judgmental environment where I’ll assess your current situation, and crucially, help you cultivate a powerful mindset shift towards abundance, moving beyond any limiting beliefs about money. Together, we’ll develop a customized roadmap, and I’ll provide the essential accountability to help you stay on track and achieve your financial aspirations. It’s not just about advice; it’s about building lasting financial confidence and discipline.
I can help you:
Other Services
Wills, Trusts & Funeral Concierge: Empowering You to Plan Your Legacy and Provide Peace of Mind
Planning for the future means ensuring your wishes are honored and your loved ones are cared for. I provide invaluable support and guidance as you navigate the process of creating your essential legacy documents, such as wills and trusts. I’ll walk you through the steps to help you understand your options and complete the necessary paperwork to clearly articulate your directives for your assets, aiming to provide your family with financial clarity and peace of mind. Beyond traditional estate planning, my unique funeral concierge service offers compassionate support during a difficult time. It will assist with navigating the often-stressful logistics and decisions surrounding funeral arrangements, allowing you and your family to focus on healing and remembrance.
Through my guidance, I can help you with:
Life Insurance: Safeguarding Your Loved Ones’ Future
Life insurance is more than just a policy; it’s a promise to protect the financial well-being of those who matter most. I help you understand the various types of life insurance and determine the coverage that best suits your unique circumstances and financial goals. Whether you’re looking to replace income, cover debts, fund educational expenses, or provide a financial safety net for your family, I work with you to secure a policy that offers genuine peace of mind, knowing your loved ones will be financially secure, no matter what the future holds.
I offer guidance on:
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Ready to Take Control of Your Financial Future?
¡También ofrezco servicios en español! Services also available in Spanish!
Connect with me today, let’s discuss how Finance with Barbara can help you build a more secure, confident, and prosperous financial future.