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Personal Financial Tips
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We sometimes feel like managing money and building wealth can be complicated, but it doesn't have to be.
Here at Wealthly you can...
Improve your money mindset
Plan for the future
Revel in financial freedom
ALL THE WAYS WE CAN WORK TOGETHER
Online Education
No matter where you are in personal finance journey, I want to meet you exactly there. Therefore, I've curated two online programs with you in mind...Money Mindset and Money Matters.
Getting confident about your finances first starts with your mindset. In Money Mindset, we first assess your thinking when it comes to money and progressively outline a plan to tackle your personal finances in total confidence.
Once your mindset is in check, we'll then dig deeper in Money Matters...learning more about all your financial possibilities—investing, retirement planning, creating multiples streams of income and so much more.
Coaching for Individuals
If you are ready to take the next step to reaching your personal financial goals...I'd love the opportunity to work with you one-on-one!
I've worked with hundreds of individuals who feel like they're drowning in financial grief...but through our work together they were able to take a breath, see the way forward and map their way confidently towards financial freedom.
From credit improvement to debt elimination, we will customize our time together to master your money and get you on the way to living the life you've always imagined.
Coaching for Couples
There's nothing more important than family...so ensuring you're on the same page when it comes to your financial planning is so imperative.
Whether you're married, engaged or in a long-term partnership I want to work with you to achieve your combined financial goals.
From communications to money management, your session can be customized to meet your needs. Let's get clear, and conquer your financial future.
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MEET YOUR COACH
Hi There! I am LaToya....
And from the time I could remember, money has always intrigued me—how to make it. How to save it. How to invest it.
I am a Personal Finance Expert and established Finance professional with over 15+ years of experience in the banking and FinTech (financial technology) industry.
Over the many years, I've helped hundreds of people gain a greater understanding of personal finance, including how to eliminate debt, build wealth and invest in the stock market.
I'd love to help you too! Let's go from financial confusion to financial clarity, together.
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Your financial freedom starts here
Wealthly is here to help millennials and couples reach their personal financial goals through strategy, support and technology.