Empowering Your
Financial Success
My Goal Is To Listen And Understand Your Specific Situation, Provide You With Information Guidance, And Encouragement.
Take Action Today And Be On Your Way To Financial Security And Peace.
Take Action Today And Be On Your Way To Financial Security And Peace.
Trust, Commitment, And Perseverance Leads To Personal Financial Success
78% of people live paycheck to paycheck. Many wish they did not have to worry about credit card debt, car payments,
a mortgage or where the money is coming from to invest in their children’s education or retirement. It can seem like a losing battle.
a mortgage or where the money is coming from to invest in their children’s education or retirement. It can seem like a losing battle.
However, achieving personal financial peace and security is possible. Are you interested?
As a child, I experienced my family losing the family business and
struggling to deal with late payments, debt creditors, and the risk of losing
our home. I learned early to develop a personal financial plan so that
would never happen to me in the future. Over the years, that plan has
changed. I have fallen down a few times, but I got back up. Working toward
and maintaining financial peace and security has always been my personal
priority. My desire is to encourage and help guild others to achieve the
same.
struggling to deal with late payments, debt creditors, and the risk of losing
our home. I learned early to develop a personal financial plan so that
would never happen to me in the future. Over the years, that plan has
changed. I have fallen down a few times, but I got back up. Working toward
and maintaining financial peace and security has always been my personal
priority. My desire is to encourage and help guild others to achieve the
same.
Regardless of your situation, my goal is to listen and understand your
specific situation, provide you with information and guidance, and
encourage you. By you taking action today you will have a better tomorrow
and be on the way to financial peace.
services
I Am Here To Help You Succeed !
- Help clients identify where their money is going and how to take control of their spending.
- Help clients build a foundation by first coaching them on establishing a practical functioning budget.
- Provide hope for clients who feel like they are drowning in debt by coaching them step by step on how to resolve their debt and start building wealth.
- Provide financial advice to clients who plan on making big purchases such as car, house, boat or RV. Looking together at options to help them achieve their dreams with confidence.
- Help clients prepare for the unplanned events in their lives by establishing emergency and long term savings funds.
- Assist clients in financing their long-term goals and retirement by developing an investment plan.
about
Mark's Biography
I am certified as a Financial Coach by Ramsey Solutions. I grew up in a small town in California called Perris. After high school graduation I enlisted in the Navy. Later, I was appointed to the United States Naval Academy and was commissioned as a Naval Officer in the submarine service. After my initial tour, I transferred into the Navy Reserves and retired as a Navy Captain. I worked for the federal government in various leadership capacities. Eventually retiring as a corporate strategy division manager. I earned a Bachelor of Science in Mechanical Engineering and Masters’ degrees in both International Relations and Business Administration. As a Certified Financial Coach, I have a heart for teaching and helping people achieve their personal financial dreams.
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