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Footpath Financial Counseling

Virtual personal finance coaching serving all 50 states

About Footpath

Think of your Personal Finance Coach as your hiking buddy.​

​​

Footpath Financial Counseling was established on the belief that finding financial peace has a profound impact on our lives.  We promise to work diligently to understand your financial situation and resources, explore your goals, and help you develop a realistic action plan to achieve those goals.  

Financial counseling is an investment in yourself that will help you make small changes today that will result in big outcomes throughout your life.  Working with us means you will have a mentor, an accountability coach, and a person who will ask you the hard questions in order to help you optimize your personal finances.  

Your Personal Financial Coach can help you:

  • Organize your personal and financial information in an efficient way;

  • Prepare and stick to a customized budget;

  • Find new ways to increase your income and reduce your expenses;

  • Understand and improve your credit;

  • Develop a plan to attack your looming debts;

  • Set goals for big plans, like vehicles, homes, weddings, college, and children;

  • Understand the basics of home-buying and car-buying;

  • Calculate your net worth so you can track your progress over time;

  • Develop new money habits and attitudes;

  • Communicate with your partner, parents, and children about money topics; 

  • Understand basics about income taxes, insurance, investments, retirement, and estate planning.

Footpath coaches are not financial advisors and will not provide specific investment advice, nor will we try to sell you products.  We may make referrals or help you decide on your best course of action.  All clients have the opportunity for a free phone consultation to mutually decide whether financial counseling is the appropriate fit for your needs.

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Mission Statement

Together we will optimize your finances and find your path to financial peace.


 

Our Specializations

Money Management: Banking, budgeting, cash flow, spending, and saving

Debt and Credit Management:

Consumer debt, student loans, auto loans, and other debts

Long-Term Goals: Home-buying, college planning, retirement, and more

Education:

Investing, taxes, estate planning, insurance, and more

Contact Footpath:

Thanks for Connecting!

Email: FootpathFC@gmail.com
Phone: 708-378-9627

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© 2024 by Sheri Lerner. All rights reserved.

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