Virtual Personal Finance Workshop, COMING SOON
Virtual Personal Finance Workshop, COMING SOON
Every time you get paid you put $25 aside. This challenge will help you:
save consistently
start a savings account or emergency fund if you don't have one
put money aside for spur of the moment activities
Financial Check-In (FCI) is exactly what the name states: encouraging people to check in on their finances. We ensure that you are on track to meet your own financial goals by focusing on debt reduction and money management. FCI encourages individuals and small businesses to monitor their spending habits to make sound decisions moving forward.
Our services include: analyzing spending patterns, providing a thorough financial snapshot, setting financial goals, budget suggestions, and bookkeeping. One-on-one and group coaching are available either in-person or virtually.
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Hi, my name is Deborah, and I would like to be your Financial Coach. With over 30 years of working in finance - from banking to collections to accounting - I created Financial Check In in 2017 due to the overwhelming demand of individuals inquiring about managing their finances. At the time, recent college graduates were reaching out needing help to manage substantial credit card debt without a steady income. I provided them with a structure to reduce debt and gain healthy money management - which continues to be a primary resource for their financial endeavors.
Throughout my career, I remain honest with my clients about my personal experiences. Like many, I've avoided calls from a collection agent and made up excuses for why I could not hang out with friends. And using the very familiar line: "When I get paid." From my experience and working with my clients, it's been proven that it doesn't matter how much money you make; it's about how you manage your money.
A Financial Coach will guide you through analyzing your spending habits, review your monthly and total debt, and assist you with reaching your financial goals. A Financial Coach is just like other coaches, they guide, motivate, support, identify areas of improvement, keep you focused and do everything possible for you to reach your goals.
Choosing Financial Check-In ensures you have someone helping you that has professional and personal experience in this area. I will be there for you step-by-step as we work as a team to reestablish your finances, credit, savings, retirement plan, etc.
“I was delinquent on all my bills when I started with FCI, four years later I’m out of credit card debt. I was able to reestablish my credit and increase my credit score. The one thing that stood out to me as I was looking for help was FCI cared about your future as well as your current situation. " Nicole
“I was able to create a budget and get my own apartment after working with FCI.” Monique
"After doing the second assignment I realized how much debt I was in and was able to make a plan to start paying off credit cards." Vanessa
"I'll admit I didn't do all the work but it opened my eyes to a lot of things I needed to address in my finances from the spending habits to my retirement plan. Our first meeting was in 2021 and I still check in." Otis
"It's the goal setting for me. I never thought to have a goal set for my retirement plan." Sharon
Send me a message and tell me more about your financial goals and needs. I will get back to you within 48 hours to schedule a consultation.
email: financialcheckin@gmail.com phone: 609-532-3467
Monday - Friday: By appointment
Saturday: By appointment
In person or virtually
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