Financial Coaching with a personal touch!
Let's plan your brighter future!
Let's plan your brighter future!
I’m passionate about helping both companies and individuals create viable solutions in building solid financial literacy programs, improving financial portfolios, and establishing good business relationships. Gird with the understanding that there is a connection between social emotional learning and personal finance, I am positioned to provide compassionate encouragement while tackling common financial challenges.
Since 2019, I've been helping individuals create spending plans, eliminate debt, and plan for the life they want. In 2021 I became the recipient of an Education Foundation Go Teach Fin Lit grant award. From that, I decided to expand my business to include financial literacy and coaching. When I'm not working, I enjoy traveling, writing, and spending time with my two grandchildren.
I want to give allocates to Cassandra for being very professional, understanding, and very patient when she met during our coaching session. I felt that she had my best interests at heart and I was able to communicate with her, and she, in return, gave me vital suggestions to lead me to success. Thank you for taking the time to work with me. -Jequita
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Appointments Available Tuesday, Wednesday, Thursday, and Sunday.
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I found the meetings and conversations between Cassandra and I to be encouraging, knowledgeable and very helpful. She helped me develop specific avenues that I could be successful in, outside of my career, and that also uses my talents and gifts. She was able to speak from experiences that she encountered and lessons she learned. I plan to meet with Cassandra in the near future to continue our sessions and to check in on my goals!
Cassandra's financial coaching was really helpful because she provided a personalized approach to managing your finances.Her coaching has significantly transformed my financial outlook and allowed me to take charge of my financial future.I struggled with budgeting, saving, and understanding complex financial concepts. Cassandra created a safe and judgment-free space for me to share my financial struggles and goals openly. I now have a well-structured budget that allows me to manage my expenses efficiently and save for my future goals. -Essence Brown
Classes available online soon.
Financial workshop
Would you like to learn more about how to earn and save money in a high inflation society? Click below to schedule your free 15- minute virtual coaching session.
Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Tuesday- Friday: 3:30pm- 6:00pm
Saturday: Closed
Sunday: By appointment
Please contact us if you cannot find an answer to your question.
A financial coach goes beyond basic financial planning to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you! We provide you with a compassionate and consistent encouragement to help you reach your financial goals.
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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We are making positive Money Moves at our Budgeting Party!
Due to the overwhelming success of our Pajama Budgeting Party, we have decided to have an encore for the month of May! So grab your favorite Pajamas and register for our May Pajama Budgeting Party. We look forward to seeing you in our session! Space is limited, so sign up now!
Note: If you already purchased a book, your cost of attendance is discounted. Please click appropriate registration.