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Referral Partners
Reasons why we should work together
Why we should partner together.
First, "Let's Chat" - schedule a 30-minute call. I want to learn more about you and I'll share solutions for how I can help.
Let's get to know each other's business!
30 min
Realtors and Mortgage Loan Officers
As a Realtor and Mortgage Loan Officer, you understand that financial challenges can often hinder your clients from achieving their dream of owning a home.
That's why partnering with a personal financial coach like me is essential, who can help your clients manage their money and achieve their financial goals.
By working with me, your clients can benefit from personalized financial coaching that addresses their unique needs and goals, including managing their finances, paying off debt, overcoming budget challenges, and achieving saving goals.
Here are a few key benefits of partnering with me:
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Your clients can receive expert guidance on managing their money, improving their credit score, reducing debt, and saving for a down payment.
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By offering financial coaching as part of your services, you can differentiate yourself from other realtors and attract more clients looking for a holistic, supportive approach to the home-buying process.
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You'll strengthen your relationship with your clients by helping them overcome financial challenges, enabling them to become better qualified and more confident buyers.
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By partnering with me to provide financial coaching, you'll increase the likelihood of referrals and repeat business, as your clients will appreciate the additional support and guidance you've provided.
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Don't let financial challenges stand in the way of your client's home ownership dreams. Partner with me, and let's help them manage their finances, pay off debt, overcome budget challenges, and achieve their saving goals.
Book an appointment today to learn how we can work together to support your clients on their journey to financial success!
Business Owners and Companies
Looking for a way to help your employees/clients manage their money and achieve financial success?
Look no further!
Here's why business owners and companies should partner with me, a personal financial coach, to add my services as a resource or benefit to their employees/clients:
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By providing access to my expertise, you can help your employees/clients manage their money more effectively, pay off debt, and achieve their savings goals, which can improve their overall financial wellness and reduce stress.
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Offering financial coaching as a benefit can help your employees feel more supported and valued, improving morale, engagement, and retention.
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My approach is friendly, engaging, and non-judgmental, so your employees/clients can feel comfortable discussing their financial concerns and goals with me.
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With my guidance, your employees/clients can develop the skills and habits they need to manage their finances more effectively and make better financial decisions, which can help them achieve greater financial stability and security.
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As a personal financial coach, I can provide customized advice and support tailored to each employee/client's specific needs and goals, which can help them overcome budget and money management challenges more quickly and easily.
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So if you're looking for a way to help your employees/clients manage their money and achieve financial success, consider partnering with me to offer financial coaching as a benefit.
Other Categories
Do you fall into another category, not listed?
No worries!
Even if you don't fall under the above categories, it doesn't mean I can't converse with you. Schedule a time for us to chat if:
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You have a group of individuals who need personal financial training?
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Know someone who needs support with money management? Schedule a time to chat.
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My approach is friendly, engaging, and non-judgmental, so your employees/clients can feel comfortable discussing their financial concerns and goals with me.
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With my guidance, your employees/clients can develop the skills and habits they need to manage their finances more effectively and make better financial decisions, which can help them achieve greater financial stability and security.
​
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As a personal financial coach, I can provide customized advice and support tailored to each employee/client's specific needs and goals, which can help them overcome budget and money management challenges more quickly and easily.
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So if you're looking for a way to help your employees/clients manage their money and achieve financial success, consider partnering with me to offer financial coaching as a benefit.