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?

A money coach is a guide to help you accomplish your financial goals. We are on your team, judgement-free, and completely confidential. Let's create a financial plan that really works with the support you need to make it happen.

 

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

Our family started with a negative net worth and 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. It's time to get the support you need to make it happen for you.

 

Schedule your consultation to take your first step below.

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.

 

WHAT TO EXPECT

1

Pick a Time

Schedule your 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.

 

CLIENT STORIES

MARSHFIELD, MA

Sharon & Thomas