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Achieve your financial goals with expert guidance by your side

WHAT'S A MONEY COACH?

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A money coach is your personal guide to help you accomplish your financial goals. We are on your team, judgement-free, and completely confidential. With our assistance, you'll create a financial plan tailored specifically to your needs, focusing on your behavior and providing peace of mind about the future.

 

It's a fact that 78% of Americans are living paycheck-to-paycheck. Our approach goes beyond traditional financial plans that often overlook behavior. We're passionate about customizing your plan based on your unique situation, ensuring your success in reaching your financial goals.

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We understand the struggles that come with finances. Our family started out with a negative net worth, but within ten years we were debt-free, owned our home outright, and became everyday millionaires. We know firsthand that you can achieve your goals, and we're here to help you every step of the way.

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Don't wait any longer to start improving your finances. Schedule your consultation  today and take the first step towards achieving your financial goals.

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Daniel Rakiec, RPC
Beantown Money

 

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Boston, MA. New Haven, CT. Durham, NC. Columbia, SC. Fort Lauderdale, FL. Philadelphia, PA. Dayton, OH.

About

WHAT TO EXPECT

1

Pick a Time

Schedule your consultation call online and Meet Via Zoom

2

Complete a Snapshot

Answer a few questions to provide some background and save time

3

Meet Your Coach

Be on-time, remove distractions, introduce yourself, be prepared to discuss your money goals.

What To Expect

CLIENT STORIES

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MARSHFIELD, MA

Sharon & Thomas

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