Coaching for Wealth, Wellness, & Well-being

This is just an initial consult. An opportunity to understand your needs, and determine if I am the right person to guide you on your journey. See my site, coachbw.com for more information.

I focus on helping you achieve your financial goals, which may also include career guidance as well. As a career leader for a large company I have spent over 20 years developing my skills and mentoring people of all ages. In 2021 I found myself in debt and a need to get control of our plan. I started following the Ramsey Baby Steps, paid off my car loan, mattress loan and then went on to secure some funds for my kids colleges, emergencies, etc. I am in Baby Step 6 right now, focused on paying off my mortgage with a goal to pay it off in 3 years. All earnings (besides the tithe) will go towards paying off that debt. Once clear, my plan is to work towards full time coaching and continue help others achieve their dreams.

  • Should you continue for additional sessions the $25 will be credited towards your next session.
Website : Coachbw.com
About me: 20+ Year Leader in a large company, 3 boys and a lovely wife of 20+ years
Licenses & certifications:
Certified financial coach
Certified Financial Planner™
Certified Public Accountant
Accredited Financial Counselor®
YNAB Certified Budget Coach
Certified Money Coach (CMC)®
Not certified
Education: MBA, BS in Finance (Lehigh University, Fairmont State)
Meeting location:
In-person
Online