About Us
Next Chapter Financial Coaching helps individuals and families work toward financial independence and some real peace of mind. We bring solid expertise and a personal approach, and we build the guidance around what each client actually needs. How we work comes back to a few values we care about: family, teamwork, dedication, and doing right by the people we serve.
Mission
Our mission is to give individuals and families the financial know-how and tools to run their own money with confidence. We especially want to reach people who never had access to this kind of knowledge, and help them build the skills to reach their goals.
Vision
We want to see a world where everyone has the knowledge and resources to feel secure with money, not just the people who started out with an advantage. A world where financial stress isn't a constant weight, and families have room to focus on what actually matters to them. We get there one client at a time, through honest education and steady support.
What clients say
Coaching is personal, so the clearest picture comes from people we've worked with. These are unedited and shared with permission.
“My husband and I received coaching from Next Chapter Financial Coaching. At the time, we were already consistently budgeting and working on building up our emergency fund, but we were looking for ways to fine tune our budget and gain a clearer vision for our financial goals and future as a family. The process was incredibly encouraging. With the help of the coaching, we were able to identify an additional $350–$400 a month within our existing budget to put toward our goals, and even increased our income by about $500. The investment in coaching with Next Chapter Financial Coaching has more than paid for itself!”
Annalisa G.
“I had the pleasure of working with Next Chapter Financial Coaching over the past 6 months and completely transformed my finances. Their highly tailored approach and consistency has helped my fiancé and I understand how to tackle our debt quickly and build better spending habits. We took a significant hit to our income this year and needed to make quick changes in order to adapt. Our coach took the time to understand our situation with a judgement free mindset, helping us adjust our habits and still prioritize the lifestyle that we want. Everything was tied back to our personal goals and not just the cookie cutter advice that you see online. Thanks to the consistency and genuine support from our coach, my fiancé and I are more confident about our finances than ever. Our debt payoff plan went from 5 years to 2, and our timeline for buying a home is closer than ever. We are incredibly thankful for this experience and look forward to continuing the journey!”
Kevin O.
“Working with Next Chapter Financial Coaching has been an amazing experience for my wife and I. Our coach took the time to really get to know us—our goals, our values, and what matters most to us—not just financially, but in life. He helped us create a solid plan for our future child's college expenses, guided us through life insurance and end-of-life planning, and even connected us with trustworthy resources and professionals to take the next steps. At the end of each session, we left with clear, actionable goals, and he always followed up before the next meeting to make sure we were staying on track. Thanks to Next Chapter Financial Coaching, we feel more confident about our financial future and better prepared for what lies ahead. We can't recommend their services enough!”
Louie D.
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