Spend With Clarity

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Cheryl, Health Services Director, on Building a Confident Retirement Plan

Approaching retirement, Cheryl sought out Andrew to help create a clear plan for her future. Through Andrew’s coaching, she carved out a sustainable and intentional path toward her retirement goals.

Andrew's listening skills are one of his greatest strengths. During our conversations, he asks me thought-filled questions. As a result of his guided 1:1's, I explored my own relationship with money and my money goals.

Andrew's motivational skills helped me take action. With his help, I’m carving out an intentional 5 year plan so I can have the quality of life I’m choosing for my retirement.

Andrew is now my money coach! If you don’t have one, I highly recommend you do and try Andrew first. He exceeded my expectations. I am grateful for his knowledge and coaching style!