**Aging Life Care Coach
Need to talk with your parents about THEIR finances and THEIR plan for retirement? I will give you the tools and guidance to help YOU not become your parents’ long-term care plan.
- How to talk with your parents about THEIR money
- Prepare you to handle THEIR financial matters, and THEIR health issues in case of emergency or dementia
Building and Following a Budget
Getting to a practical, workable household budget takes experience. Sticking to that budget requires a meaningful purpose. I can coach you through budget creation and turn simple goals into healthy spending habits.
- Cash flow analysis
- Debt reduction
- YNAB Fan National Coach
Planning for the Future
I will help you plan for the big steps in life like saving for college and planning for retirement. Money management can either propel or hinder our path towards future goals. Let’s work through these challenges together!
Results . . .
“So I have to share that I was totally skeptical, but on the suggestion of a friend I met with Eric Swofford. Great experience. Totally worth the money and time. Left with clear direction, practical advice from someone in the field for 30 years, and felt really empowered. Highly recommend if you’re looking for a financial physical or tune up. Pain level 1/10 from someone allergic to budgeting and financial discussions in general.” Jenny L.
“I like that my son has a resource like you. I wish I would have done that!!” Tom J.
Ready to take the next step? Let me make it easier.
Contact Me for a free initial consultation.
Calendar link
As a Ramsey Preferred Coach, I will guide, equip, and encourage you along your financial path. In my practice, I work to:
Reduce the Stress
The hard toll that financial stress puts on a person, family, and organization is not trivial. I use all the tools at my disposal to be part of the solution in restoring financial stability.
Guide the right decisions
Are you looking to become self employed, planning to support aging parents, or thinking of starting a family? These are all life stages we can prepare for financially.
Look to the future
Where do you want to spend your time? How can generosity and living on a budget fit together? Whether we meet only once or every month, all of my clients gain hope and clarity in their finances.
Programs. Financial Coaching benefits everyone:
Singles and Couples
A personal financial coach can help anyone; we all benefit from building a working budget. Couples need to find a common set of goals and a plan that is “doable” for the family. Managing the challenges of financial stress sometimes requires a third party guide.
Groups and Organizations
Small Businesses and Government Organizations are seeing the impact of financial stress in the workplace and the importance of employee resilience. I have individual training programs for members of military, police, fire, and educator organizations in a group setting. Ask me about SMARTDOLLAR.
Contact Me to learn more about group training sessions.
The rest of the story
I do not sell insurance, mutual funds, accounting services or legal advice. As my client, you will only pay for the time you need. I have experience in managing mortgages, personal and auto loans, insurance policies, wills, legal planning, paying for senior adult care, student debt and educational loans, investing, and saving for retirement as a former banker . . . and . . . I am on my second decade living debt free.
New Client Offer
Mention our “she said Yes!” wedding gift promotion.
Call me:
864-608-2346
Calendar link
College Savings: Coverdell ESAs and 529 Plans
Let's take a closer look at two of your education savings options. Start saving early for your child’s education. The sooner you start saving, the more opportunity your money has to grow. 529 college savings plans and Coverdell Education Savings Accounts (ESAs) are...
