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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 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 based on our proven comprehensive framework -
The 9 Core Principles of Successful Money Management:
-Income
-Money Mindset
-Money Habits and Behaviors
-Spending Plan/Budgeting
-Credit Optimization
-Debt Repayment
-Savings Strategies
-Investments
-Financial Goals
THROUGHOUT THIS FRAMEWORK:
We teach you how to identify money mindset behaviors and habits that may be keeping you stuck; gain financial clarity in your money decisions; implement effective budgeting strategies; create achievable financial goals; build wealth; 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!
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 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 also learned that the overwhelming desire is to gain clarity on how to create more wealth for ourselves and our families, as well as, freedom in our lives to do what we WANT!
We have learned, in working with GenXers, that most of us ultimately want a space to express ourselves and for our financial concerns to be heard, understood, and valued. We also want solutions!
If this sounds familiar, you are not alone.
Our mission at Social Money Finance is to help you get more financially focused, level up your money, and arm you with the knowledge and tools you need to achieve your financial goals and GET WHAT YOU WANT!
You are in the right place.