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You wanted to make it work.
You got married with the best intentions - to raise a family and to be happy.
Life changed and now it is time to move on.
There’s a problem. Many of those financial decisions were left to your ex when you were married. Now, you need to build financial confidence and work with people you trust.
What do you do?!
Let's get started!
The Challenge
It is normal to feel overwhelmed with new decisions plus the emotions of change for you and your family.
We start with getting a new home, figuring out whether to rent or buy, plus all the details of mortgages and realtors. But the home decision is only the beginning...
Empowered Decisions
PFR provides decision-making and personal finance services to provide a lifetime of health and wealth.
The Answer
The Decision FIRST approach:
Provide a consistent, repeatable decision process for a LIFETIME of great decisions.
PFR wraps you in the tools and advise necessary for success!
Exceptional Quality
Easy setup employing financial data aggregators. We help you get organized!
Client roadmap: Apply PFR’s Investment Barbell Strategy and PFR’s Savings Waterfall.
Stay on track: Regular client and PFR connections. Reinforce behaviors and change adaptation.
Resources: Personal Finance videos, podcasts, and related alternative learning resources.
Tech and related tools to help supercharge your confidence.
Integrated: Access to our network of financial experts
Life Coaching referrals as needed for emotional support and to help plan for your next steps.
Check out our blog for case studies and videos.
What they are saying...
“Jeff and I make a great team! Jeff has a gift for helping people make strong financial decisions. I help women of all ages make great life decisions - especially at times of pivot in their lives”
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Patti Hulett, Life coaching and tutor company owner
Pricing is built to help you transition
A flat $100 / month fee
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