Gen X Financial Coach. Money Management Expert.
Don't let past money mistakes dictate your future. Let us help you make empowered financial decisions with your money!
What We're About
who we are
why we exist
why we exist
Social Money Finance, LLC is a personal finance company that specializes in helping Gen X Women (born 1965-1980) make empowered financial decisions with their money through the principles of effective money management.
We help you learn to trust yourself [again] with money, lean into your life experience, and uncover what's holding you ba
Social Money Finance, LLC is a personal finance company that specializes in helping Gen X Women (born 1965-1980) make empowered financial decisions with their money through the principles of effective money management.
We help you learn to trust yourself [again] with money, lean into your life experience, and uncover what's holding you back from the life you want - so you can build a life you love!
HOW?
We start by demystifying money management and teaching you that you are in control of your money - your money doesn't control you; that your money decisions begin and end with you, and you are capable of making good ones.
We also teach you practical money management skills such as budgeting, saving, investing, and how to stay accountable to yourself and your financial goals.
"You CAN create and are WORTHY of creating the life you want - it starts with you."
-Stephanie Vaught, J.D.
Social Money Finance Founder
why we exist
why we exist
why we exist
Social Money Finance exists because we saw a gap in the market place - no one was talking to GenXers about their money!
Typically referred to as the sandwich generation, Generation X falls between Millennials and Boomers. However, they're either lumped in with Millennials or not considered at all.
When mainstream media reports on money, l
Social Money Finance exists because we saw a gap in the market place - no one was talking to GenXers about their money!
Typically referred to as the sandwich generation, Generation X falls between Millennials and Boomers. However, they're either lumped in with Millennials or not considered at all.
When mainstream media reports on money, life, and other unique experiences of each generational group, they tend to skip right over Generation X - especially Gen X Women!
We decided to change that.
We want Gen X Women to know that we see you. We hear you. We appreciate you. And we understand you.
Your past doesn't have to dictate their future, and anything you want to achieve can be done with the right knowledge, action and support.
who we serve
why we exist
who we serve
Social Money Finance serves a Gen X audience - primarily Gen X Women because we understand the unique challenges that exists.
Gen X Women:
- Have been there done that and have at least 20 years of work experience behind them and in front of them.
- Are often the caregivers of both their Boomer parents and Millennial or Gen Z children....at th
Social Money Finance serves a Gen X audience - primarily Gen X Women because we understand the unique challenges that exists.
Gen X Women:
- Have been there done that and have at least 20 years of work experience behind them and in front of them.
- Are often the caregivers of both their Boomer parents and Millennial or Gen Z children....at the same time.
- Are still very much entrenched in self-discovery and career pursuits, yet will usually put their goals last or feel uncertain about their financial futures.
- Are typically at a point of transition and are READY to take ACTION to live a better life.
- Have an overwhelming desire to create more wealth for themselves and their families, but are unsure of where or how to start.
- Want to be seen, heard, understood, and valued.
- Want more freedom to do what they WANT!
We understand you because we ARE you.
Our mission is to help you become more confident in your money decisions, level up your financial focus, and arm you with the knowledge and tools you need to achieve your financial goals and GET WHAT YOU WANT!
financial education
financial education
financial education
Social Money Finance believes in the power of financial education. It's a life skill that never stops serving you, and it prepares you for overcoming life's challenges.
Therefore, we've created a financial community and online program: Manage Your Money, Love Your Life!
Through our program, you will learn how to gain financial clarity, eff
Social Money Finance believes in the power of financial education. It's a life skill that never stops serving you, and it prepares you for overcoming life's challenges.
Therefore, we've created a financial community and online program: Manage Your Money, Love Your Life!
Through our program, you will learn how to gain financial clarity, effectively manage your money, and build a life you love using the 9 Core Principles of Effective Money Management:
-Income
-Money Mindset
-Money Habits and Behaviors
-Spending Budgeting
-Credit Optimization
-Debt Repayment
-Savings Strategies
-Investing
-Financial Goals
Inside the program, we teach you how to:
- Identify money mindset behaviors and habits that are keeping you broke, mad, or frustrated;
- Heal your relationship with money;
- Build confidence in your financial decisions;
- Organize your finances and implement effective money management strategies;
- Set specific, attainable financial goals;
- Create a financial plan to help you stay accountable and on track to building a life you love.
- And more!
If you are READY to stop spinning your wheels, start trusting yourself [again] with money, and establish a firm financial foundation once and for all, then join our financial community and Social Money Finance Program: Manage Your Money, Love Your Life!
financial coaching
financial education
financial education
If you desire a more personalized approach, we offer 1:1 financial coaching to support you. While still utilizing the 9 Core Principles of Effective Money Management, we customize our assistance to align with your unique financial situation and implement a financial coaching plan that meets your needs and helps you achieve your financial goals.
Book a free call and learn how we can help!