Money Management by Monica, LLC
As a Financial Coach, I work with individuals, families, and entrepreneurs to create a personalized plan for organizing finances, realign spending with values, reduce debt, build savings, improve credit, and achieve long-term financial goals.
As a Daily Money Manager, I work with busy professionals and adult children with elderly parents to create a personalized plan for organizing finances, reviewing statements, paying bills and preparing documents for tax filing.
The initial consultation is done by phone. Coaching sessions are conducted virtually via Zoom, which allows clients to meet with me from all over the country in the comfort of their own home.