Welcome to Spartan Financial Coaching
Hi, I'm Lee, and I'm on a mission to help everyday professionals take back control of their finances, their future, and their freedom.
This isn't just another financial coaching service. Spartan Financial Coaching was created to cut through the noise, misinformation, and fear that dominate today's financial landscape - and to help people like you build real wealth, avoid costly mistakes, and start living life on your terms.
In this post, I'll share...
- What's really going on with financial literacy today
- My journey - from tutoring account to financial freedom
- Why I started Spartan Financial Coaching
- What you can expect as a client
- How to get started with a free session
The Financial World is Loud, Confusing, and Often Misleading:
We are living through an era when there is more actionable information at our fingertips than ever before in human history. The knowledge and tools necessary for financial success have never been so readily accessible to the general public. Virtually anyone can listen to the cutting-edge insights shared at the annual Berkshire Hathaway Annual Shareholder Meeting on YouTube, or gain entry to the global financial markets through the trading of fractional investment shares on Robinhood. And yet, most people are still struggling. The democratization of the financial playing field has not led to the widespread peace and wealth-creation one might expect to see. Many of the dreams that citizens in affluent countries took as a given in previous decades such as upward social mobility, home affordability, and the possibility of a comfortable retirement are all seemingly under threat. As a result, financial programs are now saturated with an abundance of negativity and misinformation. Social media algorithms prioritize sensationalized content which promotes fear and uncertainty rather than the truth when it comes to how to build wealth and thrive in any time. To make matters worse, hiring a traditional financial advisor doesn't always solve the problem. According to Ramit Sethi, NYT bestselling author of "I Will Teach You to be Rich", a standard Assets Under-Management (AUM) fee of 1% can cost you 28% of your lifetime returns! In addition, there is a blatant conflict of interest when you consider that these advisors are often paid on commission so they are incentivized to direct you to funds that have more fees, and probably cannot even beat the market anyway!
My Journey - From Tutoring Accounting to Financial Freedom:
I’m not just a financial coach, I’m someone who’s walked the walk, and I’m passionate about helping you take back control of your time, your money, and your life.
My journey started over a decade ago as an accounting tutor in university, where I discovered how much I love breaking down complex financial topics and empowering others with knowledge. That love for teaching has stayed with me throughout my 10+ years as a professional accountant and now fuels my mission as a financial coach.
I’ve made it my personal goal to research deeply, plan strategically, and live intentionally — and I bring that same energy and insight to my work with clients. Whether you're trying to get out of debt, build wealth, or plan for life transitions like buying a home or raising a child, I can help you create a plan rooted in clarity and confidence.
Here’s what sets me apart...
- Passion & Precision: With a background in accounting and a lifelong obsession with financial education, I dig deep into the economic forces and financial tools that shape your reality — so you don’t have to.
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Lived Experience & Results: I bought my first home at 23 (nearly a decade earlier than the average first-time homebuyer), I paid off over $50,000 in debt within three years, and I’ve built a personal investment portfolio worth over $750,000, spanning ETFs, index funds, real estate, precious metals, and Bitcoin.
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Trusted Expertise: I attained my coaching certification from Dave Ramsey’s Financial Coach Master Training, which means I’m trained in delivering practical, proven strategies that actually work, not just theory.
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Empathy & Education: I’ve been where you are. Whether you feel overwhelmed, stuck, or just unsure of your next step, I’ll meet you where you are and guide you to where you want to be, step by step.
This isn’t just about money.
It’s about building freedom.
It’s about buying back your time.
It’s about taking control.
If you're ready to feel confident about your financial future, and finally see a clear path forward, I’d be honored to help you get there.
Why I Started Spartan Financial Coaching:
I created Spartan Financial Coaching to be the kind of resource I wish I had when I was starting out. A trustworthy, practical, BS-free guide for people who want to stop spinning their wheels and start building real momentum with their money.
I'm here to empower people - not sell them. Financial education is one of the most powerful forms of self-defense in the modern world.
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.
If you're ready to start building a financial strategy that works for you, let's talk.
We’ll work together to create a tailored plan designed specifically to conquer your financial challenges and help you learn to manage money like the 1%.
Click the link to schedule a FREE 30-Minute Consultation where we can talk about your goals and see if Spartan Financial Coaching is the right fit for you.
