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You have a lot of financial decisions to make.
Let Social Money Finance help you get clear on what to do with your money!
You have a lot of financial decisions to make.
Let Social Money Finance help you get clear on what to do with your money!
Social Money Finance, LLC is a personal finance company specializing in helping GenXers gain financial clarity, effectively manage their money, and build a life they love.
We support our clients through private 1:1 financial coaching and teaching based on our proven framework -
The 9 Core Principles of Successful Money Management:
-Income
-Money Mindset
-Money Habits and Behaviors
-Spending/Budgeting
-Credit Optimization
-Debt Repayment
-Savings Strategies
-Investing
-Financial Goals
WE HELP YOU:
We teach you how to assign value to every dollar you make and give purpose to every dollar you spend.
If you are READY to stop spinning your wheels and get the financial help you deserve, we're ready to work with you!
We serve a Gen X audience (born 1965-1981). Those in the middle of their life, middle of their careers, and middle of their finances.
We understand the unique challenges of this "sandwich generation," as we tend to be the caregivers of both our Boomer parents and Millennial or Gen Z children....at the same time!
Therefore, we usually put our goals LAST or feel uncertain about our financial futures.
While many GenXers are still very much entrenched in self-discovery and career pursuits, we have learned that your overwhelming desire is to create more wealth for yourself and your families, as well as freedom to do what you WANT!
In working with GenXers, we also understand that most of you ultimately want a space to authentically express yourselves, and for your financial concerns to be heard, understood, and valued.
WE HEAR YOU.
Our mission at Social Money Finance is to help you get more financially focused, level up your money, and arm you with the knowledge, tools and solutions to help you achieve your financial goals and GET WHAT YOU WANT!
You are in the right place.