You may purchase gift certificates for your loved ones and friends. A gift certificate for financial planning and/or coaching makes an excellent gift for individuals and couples going through a major life transition, such as newlyweds, new parents, and soon-to-be retirees, or those that have just retired.
$250 Gift Certificate
$500 Gift Certificate
$1000 Gift Certificate
Blending the science of planning with the art of coaching.
The possibility of personal transformation through money.
A client-centered approach to financial planning.
“Working with Margaret has really opened our eyes to the philosophy, psychology, and intricacies of dealing with money. She is helping us to get and stay focused, encouraging us to determine what really matters, and motivating us to take action. Now instead of feeling worried or intimidated about money - we feel empowered and excited.” GB, Copywriter.