Make a financial plan that really works

Create your plan and get the support you need to make it happen.

WHAT'S A MONEY COACH?

It is time to create a financial plan that actually works and get the support you need to make it happen. A money coach is a guide to help you accomplish your financial goals. We are on your team, judgement-free, and completely confidential. 

 

78% of Americans live paycheck-to-paycheck and are stressed out. Too many financial plans leave out the most important factor - behavior.  A successful plan focuses on behavior and is customized to your situation while giving you a sense of peace about the future.

Our family started with a negative net worth including student loans and auto debt. Ten years later we are debt free, have a paid for home, and are everyday millionaires. I have no doubt you can achieve your financial goals because I get to see it happen every day. Get the support you need to make it happen for you.

 

Schedule your consultation to take your first steps.

Daniel Rakiec, RPC
Beantown Money

 

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

 

WHAT TO EXPECT

1

Pick a Time

Schedule your 15 - 30 minute 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.

 

"I have young children and it feels great to have savings. My family and I no longer live paycheck to paycheck!"

WHAT PEOPLE SAY

—  Cecile

BELMONT, MA

 
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