Alison Specializes in Assisting:
- Individuals (including divorced, separated, widowed)
- Couples and Families
- Pensioned Employees
Alison Specializes in the Following Services:
- Budgeting and Cash Flow Planning
- Financial Education
- Financial Planning
- Pre-Retirement Planning
“Getting a handle on your finances is a very liberating thing to do. Time and energy spent worrying about money can be positively invested in other important areas of life.”
Alison’s naturally positive outlook puts people at ease. She believes that someone’s current situation is simply the starting point from which she can guide them towards their goals. She turns financial concepts into concrete financial plans that clients can implement in their daily lives with confidence.
Alison finds great satisfaction helping individuals and couples who have hit their stride in their careers but aren’t sure they have all the information they need to make the best financial decisions for their situation. Her clients want a plan for their future, a system to keep tabs on their money today, and a clear list of actions they can take in order to make the most of their finances starting now. They may have not been paying as much attention to their money as they feel they should. They may have significant decisions to make and want to see a clear presentation of their options. They may be thinking ahead to expected life changes or retirement and wondering what they can do now in order to prepare.
Alison believes that developing a financial plan is an ongoing process. Staying involved in your day-to-day finances and measuring progress against a longer-term plan keeps you engaged and motivated. As life events and new opportunities make it necessary to adjust – changes in career or family circumstances, buying a home, having children, receiving an inheritance, retiring – a plan provides a framework to operate within.
As a fee-for-service Money Coach and Certified Financial Planner® professional, Alison is an accountability partner, number cruncher, educator, and decision consultant. She enjoys being an encouraging ally and a resource for her clients as they work towards their life goals.
In control of my financial destiny
All my life I have earned a good income, but never knew how to budget effectively. My fiscal management habits were terrible, and it was a vicious circle that I could not escape from.
In the 18 months since I’ve been working with Coach Alison, everything has changed; it is an amazing feeling to be in control of one’s financial destiny.
Alison is a fantastic coach. With her guidance, informed approach and patience, she has helped me tremendously.
Getting a clear picture
Alison is absolutely fantastic. I would recommend her services to anyone trying to sort through the mud of their finances.
Better prepared for my future
I was feeling really worried and stressed out about my money, but my coach was excellent. She geared me in the right direction and helped me better be prepared for my future. I feel more in control and I feel like I can breathe now. The money was well worth it and I will see my money coach yearly to stay on track.
– Michelle F.