Shaver Financial Coaching Lawrence St, San Diego

If you, like me, would like more clarity about your financial planning without having a proprietary product pushed on you, talk to Sue! Sue asked thoughtful questions and helped me find gaps in my planning, investment strategy, life insurance and more. Perhaps the most helpful part of coaching with Sue was figuring out where I really want my money to go after I free funds up through better budgeting. She helped me outline what matters to my family and how to create and follow a plan to make those goals realities! Finally she didn't push any plans or products, which was so refreshing after being on the wrong end of so many insurance or planner pitches!