From Stressed to Confident:
Learn to Manage Money with Ease
Say goodbye to money worries
and hello to a clear plan for your future.
Hello! I'm Colleen Patel
As a financial coach,
I'm here to help you gain clarity and confidence, step by step.
Together, we will address any pieces of money that feel overwhelming or confusing. We will work on improving financial skills and behaviors.
We will create clear, simple plans that move you in the direction of your goals, and are rewarding in the process.
My mission is to empower you to feel secure, make confident decisions, and build a future you're excited about.
My coaching supports all the aspects that money touches in your household:
Financial Health
Together, we’ll tackle the actual numbers of it all. We will make a plan to help you attack debt and save for the future. We will also make sure you are spending money on things you love. You will feel empowered and in control of your finances.
With a clear plan, you can eliminate feeling overwhelmed and start taking action to create the future you want.
Emotional Health
Money is always emotional, and I’m here to guide you on your financial journey with compassion and clarity. By addressing any stress, fear, or confusion around finances, you’ll build a positive, confident mindset that makes managing money feel good.
Positive impacts on your mental and physical health naturally follow as all of these areas connect.
Relationships
Money affects all aspects of our lives and households. It also impacts relationships with partners, family, and even friends. Navigating these relationships is an important piece of the financial journey and we make sure to address it during our work together.
We work intentionally on creating open communication and aligned goals to support yourself and your relationships.
It's time to rebuild your relationship with money!
Maximize spending that brings JOY
Increase savings for PEACE and SECURITY
Destroy debt to allow CONFIDENCE and CONTROL
GET AHEAD OF YOUR FINANCES:
CHOOSE A PROGRAM THAT'S RIGHT FOR YOU
Improve Household Finances For Your Family
Beyond
The Budget
This mini-course empowers you with 5 simple steps to set the foundation for your financial journey.
This is a self-paced class designed to be completed in 5 days (or in a weekend if you are a quick action taker!) It helps you to take inspired action for your family!
Step into Financial Health and Master Your Money
Master
Your Money
This in-depth financial course helps you take detailed actions to master your household finances.
If you have ever said "I wish I had learned how to manage money" - this is the course for you! This class is also self-paced but is designed to be completed over 4-8 weeks.
Personalized
Financial Coaching
The Prescription For Financial Health
This is a personalized 1:1 coaching program. It includes high-touch accountability to create a financial plan that works for your family once and for all.
This program includes everything from the other courses, as well as 90 days of direct coaching access!
TESTIMONIALS
I am thankful daily for working with you! Cleaning up my budget my priorities and values; taking charge of my car loan and understanding more about my retirement and making it work for me has all been so helpful and beneficial.
I will be forever so grateful for you!
I have chosen to ignore this topic for years. From the beginning you were unassuming and not judging my reasons or my situation. That is the biggest hurdle and you immediately made me feel ease and the hurdle was gone.
You tailor[ed] the program and your coaching to me, my habits, and my situation and what feels good.
There is so much value that you give. I love that you teach and also challenge us to dig deep and get into the feelings about our money and finances as well.
Being close to retirement I am seeing all things financial in a very different light now.
SPEAKING ENGAGEMENTS
Topics on financial health and wellness are great for all kinds of groups!
I have recently spoken about these topics for various employee wellness programs.
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5 Financial Principles that WILL Improve Your Finances For Your Household
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Value Based Spending and How To Avoid Lifestyle Creep
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Health Is Wealth: How Your Financial Health Impacts Your Physical and Mental Health
As Seen On:
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Sign up to receive financial tips and tricks for your household. This newsletter also gives you first access to live classes and workshops.
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