Here’s why I’m passionate about helping women create a financially secure future
As an award-winning Life & Money coach who is highly trained in the financial and insurance services industry, I want to see every woman own her personal and financial power so that she can create wealth and success on her terms, and, more importantly, be able to retire with enough money to take care of herself throughout her golden years, no matter how long she lives.
Statistically, women outlive men, which means their money needs to go farther in retirement.
There’s an aspect of money that the financial services industry has failed to acknowledge when it comes to women:
Money is Emotional.
Money is both an Inner and Outer Game.
As a woman, in order to create a secure financial future, you’ve also got to uncover the inner blocks that could be sabotaging your ability to create lasting wealth and financial peace of mind.
There was a time when I was clueless about money. How to earn it and how to keep it. In fact, I was a classic financial avoider.
I made a series of bad choices. Like starting a new business venture with a partner. Which I funded using my own cash and credit (in a business I knew nothing about).
Long story short, the business failed and I ended up owing six-figures in credit card debt.
Against the advice of my attorney, I refused to file bankrupt and instead devised a plan to pay it all off, which I was able to do in approximately five years. (Thank you Jesus!)
Dealing with the emotional side of money
Dealing with all that debt was the most grueling struggle I have ever gone through. It created a lot of pain and shame in my life. Clearly, I needed to deal with my inner blocks around money.
I made a commitment to myself that I was going to do a deep dive into my money stuff. I enrolled in, and studied every program I could get my hands on. As a result, I completely transformed my finances over the course of a few short years.
It wasn’t always easy.
There were hard decisions to make.
But I made them.
One day at a time.
Now I’m Debt-Free!
Today, I am debt free (except for a mortgage); I enjoy a six-figure income, I take good care of my money; I value myself and my money and I enjoy financial peace!
But the best part is I get paid well to work in a rewarding career, helping smart women achieve their own version of financial success.
My Unique Expertise Helping Women with Their Money Stuff
Twelve years ago, I trained to be a financial advisor, specializing in retirement planning for school teachers. But the male-dominated financial services industry hasn’t traditionally catered to women. The average financial advisor doesn’t understand that for women money is emotional. The industry as a whole has clearly let women down.
So, I set out to find a solution.
Several years later, I got certified as a life and money coach. Blending my training from both the financial advisor model and the life coaching model into one holistic solution, I created a system that integrates the emotional side of money with the practical step-by-step habits for achieving financial peace of mind.
When you address both the emotional aspect and the practical aspect of money management simultaneously, women feel more supported, and therefore more confident in taking charge of their finances. That’s when they see results!
To learn more about how money coaching can help you reach your dreams and goals, request your 15-minute Q & A call:
Patti is a member of the following organizations:
Association for Financial Counseling & Planning Education
National Association of Health Underwriters
American Association for Medicare Supplement Insurance
National Association of Insurance & Financial Advisors
Association for Long Term Care Insurance
International Association of Women in Business Coaching
Professional Women’s Network of the Monterey Peninsula
Shoreline Community Church, Monterey, CA