BayArea Financial Coach

BayArea Financial Coach

BayArea Financial Coach is a certified Dave Ramsey Financial coach. We provide guidance to help you achieve financial freedom through eliminating debt and increasing savings, so that you can enjoy life without worrying about your finances. Our services also include planning for future success and building wealth. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

SF Money Coach

Carrie Birgbauer, MA, a certified financial coach and financial behavior specialist, is offering a personal finance 101 online course. This course consists of 25 interactive mini-lessons that are grounded in clinical research, cognitive and solution-focused therapy, and behavioral finance. It also comes with a 25-page workbook containing tools and exercises. Monthly live Q&A sessions with Carrie will be held each month on topics like wealth building, earning, happiness and conscious spending, self-acceptance, soul-centered money, couples and money, starting a business, tax strategies, wise investing, and more. All conversations will be recorded. The SF Money Coach Community Facebook group will give you access to bonus tools and exercises such as work-life balance, financial partnership questions, 10 ways to enjoy yourself for little to no money, gratitude and success journals, retirement visions, advanced life and money questions, and more. Carrie will also provide free 1-1 consultations and discounts for 1-1 coaching. Moreover, she will share financial tracking software insights, financial literacy resources such as books, podcasts, articles, courses, mentors, current financial psychology research and more. You can also look out for featured financial and lifestyle professionals. Appointments are available in Palo Alto or online.

The Neve Group

My name is Ernie Neve, CPA and I am a Certified Tax Coach with over two decades of experience helping our clients keep more of what they earn. My strategy is straightforward and direct. My staff is trained to help you now and in the future! The biggest mistake taxpayers make is not planning. Even if you and your tax preparer are great at organizing receipts for April 15, you may not know that you can write off your kid's braces as a business expense, and there would be nothing you could do about it. Tax planning is an invaluable form of financial defense and will guarantee results. Our tax coaching plans are about finding ways to reduce your taxes. What should you do? When should you do it? How should you do it? Our tax coaching offers several advantages over other accounting services or tax preparers. First, it is essential for protecting your finances. Second, it guarantees results. Contact The Neve Group today to learn more!

Tamar Hermes International

I'm passionate about helping women become financially free through Real Estate Investing. As a certified life coach and small business consultant, I've seen incredible transformations created for my clients. They discover how to increase their incomes, build confidence, find clarity about their purpose, and gain the knowledge to manage their small businesses successfully. Furthermore, I'm an experienced financial coach who helps clients develop money management skills and create a mindset of abundance. This combination of life coaching, business consulting, and financial coaching address a range of topics that are essential for modern life. Unfortunately, only 30% of real-estate investors are women. As a result, I offer money coaching in Austin TX to help break down barriers and limitations. My 25 years of experience in growing companies and managing finances allows me to work with clients from all backgrounds and locations, such as Austin Texas, Los Angeles, San Fernando Valley, San Francisco, New York, Chicago, Canada, and Europe. At Tamar Hermes International, I'm committed to helping you achieve your goals and become financially free. With the right tools, support, and guidance, you can reach your dreams and make your future brighter than ever.

Custom Accounting CPA

Most small business owners dread tax season. Working hard all year long only to hand a huge chunk of your profits and income over to the IRS really hurts but Custom Accounting Inc can ease your pain. We're not the average Brooklyn NY CPA firm. In addition to the standard training required, we attend special training as a Certified Tax Coach and can create a personalized tax strategy that will save you thousands. A traditional tax preparer knows how to put the right numbers in the right boxes but doesn't know how to find real tax savings. Our firm is different because we're highly educated in proactive tax planning techniques for small business owners, entrepreneurs, and high net worth individuals. Custom Accounting Inc specializes in business taxes, bookkeeping services, payroll services, small business accounting, cloud accounting, financial and business consulting, QuickBooks™ setup and support services, Outsourced CFO and controller services, incorporation and new business advisory.

Sandra Park Financial Coach/Advisor

Are you struggling to make ends meet? Relying on credit cards to cover everyday expenses? Do you feel overwhelmed by debt? Sandra Park Financial Coach/Advisor can help. Our mission is to assist individuals and families in crafting personalized financial plans that support their goals and values. Whether it's increasing savings, learning to manage money, reducing debt or investing for the future, we strive to provide the advice and education needed to create a secure financial future. As a highly experienced and certified financial advisor, we are committed to providing our clients with the best possible service. We understand that everyone has unique financial needs and goals, so we work closely with each client to design a customized plan that meets their individual objectives. We provide virtual consultations all around the U.S. over Google Meet so you can get the help you need from anywhere. Contact us today for a complimentary consultation.

Lynn Telford-Sahl, MA

Lynn Telford-Sahl, M.A. Psychology is a Certified Money Coach (CMC)® and Business Coach who helps women to overcome their financial struggles, break through money-related hurdles and live the life they have always wanted. Her mission is to empower women and help them create a financially secure future. Money Coaching is the perfect way for women to take charge of their finances, overcome money challenges and learn how to build wealth. Lynn provides a safe space to explore money issues, as well as practical guidance on how to make the most of your money. With her professional help, you can gain a new perspective on money and become more financially confident.

Expedite Success

Michael Metres-Akbar is a certified diagnostic coach and an experienced sales professional, who has been working with both individual salespeople and businesses, ranging from startups to well-established ones and those in growth stages. He has a unique mix of sales, marketing, and operations experience in the services, manufacturing, technology, and federal sectors. Michael has had impressive results with his clients. One small business client was able to secure contracts with five more federal agencies within two years, reaching an annual revenue of over $50 million, and maintaining a $100 million annual pipeline. Another business owner, despite suffering from multiple sclerosis that significantly affected her speech, was able to win a $30 million contract from a federal agency without having to go through the normal competitive process. Individuals Michael has worked with in various industries, such as information technology, construction, architecture and engineering, recruiting, financial services, real estate, communications, fitness and more, have seen their businesses grow quickly while also dealing with the challenges that come with rapid growth. For instance, one client whose business was struggling, saw a 461% increase in 15 months. She is now working on developing the B to B side of her business and setting up structures to enable her to franchise and expand nationally.