Get Financially Well
There's no shame here. You are where you are, now it's just a matter of how you move forward.
What do we mean by financial wellness? Well, if you don't take care of your body or your vehicle, they're not going to last as long as they ideally should, right? You need to maintain them...take care of them.
The same goes for your finances. We're here to get you well.
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The 12-Step Financial Wellness Course
This course is designed to provide an in-depth look into specific financial areas to help you meet your goals and plan for the future.
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We are here to serve and love God and one another.
That's it. Pretty simple, right?
I've been in the financial services industry for over 20 years and have kept this as my focus in business too.
As I've gone on through my years, I've realized that many folks don't desire to deal with the hassle of meeting with an insurance salesperson or investment representative. It may be that they don't want to feel the pressure of having to buy something or its just plain anxiety provoking or difficult to find time, and that's ok. I understand.
I want to serve others by sharing what I've learned through my years of helping others with their banking, insurance and investment needs by meeting people where they're at. I'm here to help you become more financially fit on your time, at your pace, on your terms. This is the why behind My Finance Trainer.
I hope you enjoy the coaching sessions and other resources and best wishes on your journey toward greater financial wellness!
"This is a great platform to learn, review, and teach others about the finance world. It is very user-friendly and the knowledge I gained was able to be used immediately in my everyday life. I'm extremely pleased with My Finance Trainer!"
- Justin J.
"The My Finance Trainer website it so full of great resources! What a treasure trove of spreadsheets and calculators, educational videos and endless resources. So many of my questions have been answered thanks to this website. Very well done! Definitely worth a look around."
- Stacey H.
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The Goal Journal
This e-book journal is designed to open your mind to new opportunities and discover exciting new plans that bring you even greater joy, peace, and happiness in your life.
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Budget Worksheets
Get your finances in order today! Make finance goals, track your bills & expenses, create savings goals, and start to operate on a budget. You'll find tools to help you with these and many other objectives.
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Opportunity and betterment can be found in every situation. We're here to help you.
