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Financial education is not a destination, it is the road of all of us, a road under permanent construction.
Individual or company, your path to financial success can be smoother or more difficult but always rebalanced wisely, with the help of a financial coach.
Preserve the joy of the traveler who has an established financial destination but is also ready for any challenges he can find on the way!
How can I be there for you?
1:1 financial coaching sessions
1:1 coaching guides people through a complete financial fulfillment process.
Any road, no matter how difficult, becomes easier to travel on with a financial coach nearby. We’ll work together to create a personalized plan for your finances, whether the focus is budgeting, saving, or investing.
Schedule a coaching session
Financial education in your company
Organizational health comes with proper financial education.
70% of employees say they would be open to receiving personal financial support at work from a financial professional.
As an employer, you have the opportunity to assist your people/employees with access to financial planning and coaching tools.
Cultivating a more financially resilient workforce can help increase productivity and engagement and decrease absenteeism.
Schedule a coaching session for your employees
Financial Wellbeing Program
Your financial education is an investment, not an expense.
I recommend you a package of 5 sessions in which we analyze the current situation, establish the financial objectives that best suit you, and make a medium and long-term plan to achieve them.
Accessing a financial coach gives you a competitive advantage by leveraging your time with specialized financial expertise that cuts through the clutter, confusion, and conflicting information, teaching you only what’s relevant, effective, and with a minimum of hassle.
Let’s talk about the Financial well-being program
Meet me for Money and Wine!
Money and Wine is a unique concept in Romania that brings financial solutions right to your home, either live or online.
You may have heard of Hygge, a concept of well-being where decisions are made more easily and thoughts rest among the things that make you feel good. Over the course of new or older wine, we discuss up-to-date financial solutions for each one of you.
Schedule an appointment