Spartan Financial Coaching

What you can expect as a client...

Debt-Freedom Strategy with Actionable Steps: A plan to tackle your debt with proven strategies, so you can move forward without feeling stuck.
Total Awareness of Your Cash Flow: Full clarity on where your money is coming from, where it's going, and how to stay in control—without feeling restricted.
Organized Financial Systems You Can Maintain: Streamlined budgets, account organization, and automated systems so you can stay on track with minimal effort.
Financial Planning For Big Savings Goals: Clear roadmaps to your biggest financial objectives—whether it’s purchasing your first home, combining finances with a partner, or preparing for parenthood.
Investment Knowledge Without the Overwhelm: Understand how to begin investing, where to put your money, and how to build long-term wealth—even if you’re starting small.
Confidence in Long-Term Financial Decisions: The ability to make strategic choices about your money—whether it’s career changes, early retirement, or other major life milestones.
A Robust Financial Foundation: A strong baseline that includes an emergency fund, organized accounts, and a solid credit profile—giving you peace of mind and the self-assurance to network with other professionals effectively.
Freedom, Clarity, and Control Over Your Money: Walk away with an elevated understanding of your financial self—how you think about money, how to wield it with composure, and how to build generational wealth that exceeds average financial norms.

Plan on spending 2-3 hours per week working through our session notes and assignments. You get out of this program what you put into it!

Do I get support or 1:1 access to you?

In addition to our sessions, you will also be provided with a Voxer account (free messaging app) with 24/7 access to ask me additional questions.

Are our sessions and my finances confidential?

Everything is absolutely confidential. Your personal information and numbers provided will not be shared for any reason.

Can you tell me where to invest my money?

You’ve probably heard that you need to invest to build wealth—but when you turn to the traditional financial industry, you’re hit with high fees, overwhelming jargon, and a feeling that you’re already behind. Most advisors assume you’ve already built your financial foundation, and if you haven’t? You're not their ideal client.

The truth is that much of what the financial industry makes confusing is learnable, and you don’t need to be wealthy to start. You just need a mentor who meets you where you are.

That’s where a financial coach comes in.

As a financial coach, I bridge the gap between where you are and where confident investors begin. I don’t sell products or push portfolios—I educate and guide you to understand the how and why behind investing, so you can make informed decisions that align with your life goals.

You’ll walk away with...

A step-by-step action plan to get your financial foundation in place, so you're actually ready to invest
A strong understanding of investment basics—what matters and what’s noise
A framework to evaluate risk, timelines, and options without relying on hype or headlines
Clarity on what’s within your control—and what’s not—when it comes to building long-term wealth
The confidence to ask the right questions and avoid costly mistakes

Investing doesn’t have to be intimidating—let’s build your confidence from the ground up.

Hi, I'm Lee.

You can start right now.

Get your FREE copy of my steps to financial freedom.

Frequently Asked Questions

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