Plan your financial future with confidence.

Create a stable financial future
Improve your quality of life
Make financial decisions confidently
Manage your small business effectively

About Alan

My Process

Contact Alan

ABOUT ALAN

I have always planned my personal finances, and have helped friends, family, and clients do so for over 10 years.

I have decided to further pursue my passion to help real people with their day-to-day finances through Plan with Alan – offering financial coaching, visual budgeting, financial concept understanding, and much more.

I have started the process of CFP® Certification which offers me more resources and tools to help you. I hold myself to the standards of the profession and CFP® certification’s core values of honesty, integrity, competence, and diligence.

THE PROCESS

1. Understand who you are and your motivation for coaching / consulting

What are your values surrounding money?
How do you consider yourself with money?
What are your goals?
What are you looking to get out of financial coaching / consulting?
Are you interested in personal or small business financing coaching / consulting (operational management)?

2. Let’s talk about cash flow, what are your inflows / outflows?

Let’s track current spending, set goals, create a useful budget, plan debt repayments, and optimize spending!

3. Get the tools

Together let’s come up with a strategy and a plan of action to get started to continue to meet your financial goals.

4. Check-Ins

Let’s set a check in schedule to ensure that action items are being met, celebrate achievements no matter how big or small, and ensure that the strategies are working for you! If not, how can they be adjusted.