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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.

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.

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

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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