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Gen X financial coach. Educator. Speaker.
You have a lot of financial decisions to make.
Let Social Money Finance help you get clear on what to do with your money!
Gen X financial coach. Educator. Speaker.
You have a lot of financial decisions to make.
Let Social Money Finance help you get clear on what to do with your money!
what we do
Social Money Finance, LLC is a personal finance company dedicated to helping GenXers gain financial clarity, effectively manage their money, and build a life they love!
We support our clients through 1:1 confidential financial coaching and teaching financial education based our proven comprehensive framework -
The 9 Core Principles of Successful Money Management:
-Income
-Money Mindset
-Money Habits
-Spending Plan/Budgeting
-Credit Optimization
-Debt Repayment
-Savings Strategies
-Investments
-Financial Goals
THROUGH THIS FRAMEWORK:
We teach you how to make sound money decisions, implement effective budgeting strategies, create achievable financial goals, and ultimately change the trajectory of your life and legacy!
If you are READY to stop spinning your wheels and get the financial help you deserve, we are ready to work with you!
who we serve
We serve a Gen X audience (born 1964-1981). 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 tend to put our goals LAST or feel uncertain about our financial futures.
If this sounds familiar, you are not alone.
Social Money Finance is here to help you get more financially focused, level up your money, and be on your way to achieving your financial goals!
You are in the right place.