Premier Financial Coaching Services in the Eastern US
Seize control of your financial future and make significant strides toward your goals with guidance from Gene C Daniels Coaching & Consulting. As an ultimate source for top-notch financial coaching in the Eastern US, I'm here to be your trusted partner on this exciting journey.
Financial Coaching and Consulting
Welcome to Gene C Daniels Coaching & Consulting, your trusted partner for financial coaching and consulting services. With over 35 years of professional business experience as a CPA and financial consultant and business owner, I am dedicated to providing value-driven services to both businesses and individuals. I follow a proven system to guide and support you toward achieving your financial goals. My ultimate aim is to ensure your goals are being met while providing you peace of mind knowing your needs have a plan in place that's SMART; Specific, Measurable, Attainable, Relevant, and Time bound.
Trusted SWAN Financial Advisor
I am a SWAN financial coach and consultant. My primary aim is to ensure that my clients SLEEP WELL AT NIGHT, free from life's worries, and with the confidence that their future is a clear vision they are in love with and are moving confidently in the direction of their dream life.
I take a holistic approach to my coaching practice and perform a comprehensive financial plan specifically tailored to each client's needs and circumstances. I take the time to understand your unique goals, dreams, desires, and challenges and then help you to develop a plan that aligns with your vision for your future.
I take a holistic approach to my coaching practice and perform a comprehensive financial plan specifically tailored to each client's needs and circumstances. I take the time to understand your unique goals, dreams, desires, and challenges and then help you to develop a plan that aligns with your vision for your future.
Financial Planning Expert
Harness my expertise as a seasoned financial advisor to manage your life effectively with strategic financial planning. By partnering with me, you can learn how to:
- Protect Your Family and Assets with Insurance
- Control Your Spending and Eliminate Debt
- Pay for College As You Go or with Loans
- Reduce Taxes with HSAs and Other Methods
- Manage Credit and Improve Your FICO Score
- Buy a Home
- Increase Your Savings
- Plan Your Estate
- Retire Comfortably
Take the First Step Toward Financial Success
Let's join forces and turn your financial dreams into a reality. As your financial coach, I will help you:
- Determine Your Goals
- Gather Relevant Information
- Assess Your Current Situation
- Create an Action Plan to Attain Your Goals
- Implement Your Action Plan
- Monitor Your Action Plan
- Modify Your Action Plan As Necessary
Contact me today at Gene C Daniels Coaching & Consulting to schedule an appointment.