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finance is personal


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finance is personal


we are the financial gym

A modern financial planning company helping you live your best life. 

We help you gain clarity around your current financial picture, put a roadmap in place for accomplishing your dreams and ensure your money's always working for you, not the other way around. 

 

 
financially free
financial freedom family
 

The Financial Gym is where you go to work out your assets.

We've adopted the gym concept because our Certified Financial Trainers work with you one-on-one to outline & achieve your financial goals. 

Whether you have student loans, credit card debt, challenges with budgeting, saving or investment questions – we’ve got you covered. 

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live Financially well


live Financially well


 

We're putting the 'personal' back in 'personal finance.'

We exist to help people with an affordable, trustworthy and personal way to achieve financial freedom (aka life on YOUR terms).

 

Real Life People

Our Certified Financial Trainers work with you one-on-one to develop a financial training program that works. It includes everything from savings and credit building to debt reduction,  expense management and more -- unique to you. 

A Comprehensive Plan

First we outline your goals, next we build you a roadmap, then we help you work through the plan. This means you have a personal financial expert on call to keep you supported, accountable and successful in working towards your goals. 

Access & Accountability

No matter where you're starting from, we help you "workout" your money by getting clear and confident about where you want to go.  Then we help you get there. You'll have access to your trainer whenever you need them. 

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OUR mission


OUR mission


We exist to help people with a clear path to achieving financial freedom

We work with you to outline your goals, create better financial habits and continually optimize to help you stay on plan


 

do i need a financial Trainer?

  • Are you living paycheck to paycheck?
  • Have you ever tossed a credit card bill into a drawer to avoid looking at it?
  • Do you feel like you’ll never achieve the financial success of your parents?
  • Do you want to travel and live life to the fullest but feel strapped by student loan debt or other financial commitments?
  • Are you about to get married and have yet to get financially naked with your significant other?
  • Do you want to learn more about investing?
  • How about wanting to understand your 401k better and knowing how much is enough for you to retire on anyways?
  • Do you fight about money and money decisions with your significant other?

If you answered "yes" to any of these, let's chat!

 
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WHY A GYM?


WHY A GYM?


Money Talks.

Talk Money.

At the Financial Gym, we're blending what we love about gyms and wellness with introducing people to the world of finance. It's about getting #financiallyfit in a fun way. 

Our Certified Financial Trainers (CFTs) are approachable and dedicated to helping you reach your financial goals in an engaging way.

 

We know talking money can be tough. That's why our 'gym equipment' consists of wine and tissues.

Once you get everything out into the open with your trainer, we'll get moving on helping you build the life of your dreams!

Have a glass of wine with us in a relaxed environment or attend one of our workshops to learn more. 

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VALUES


Help our Clients achieve Financial Freedom

Have fun doing it!

Motivate + Celebrate Financial Successes

Be Approachable + Trustworthy

Foster Team Spirit - We're in this together!

VALUES


Help our Clients achieve Financial Freedom

Have fun doing it!

Motivate + Celebrate Financial Successes

Be Approachable + Trustworthy

Foster Team Spirit - We're in this together!

A holistic approach to your finances

Technology is great, but unfortunately the financial solutions available today only address one or two aspects of our financial lives (like budgeting or investing). 

We put it ALL together for you!


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Financial Goals

Have you set financial goals for yourself? Do you even know what you can accomplish financially? Our clients with the most clearly articulated financial goals get the best results. We can help you determine and achieve yours!

CREDIT

Do you know your credit score? Have you had problems with credit in the past and don’t know how to move forward? Do you know that a great credit score can help you travel the world?

Emergency Fund

63% of Americans couldn’t handle a $500 emergency because they have minimal emergency funds. We have clients who started with us in this position too and now they don’t stress the financial emergencies.

Savings

For most of us, savings is an afterthought and what we do with our leftover money at the end of the month. Our clients are saving at rates of 20-25% of their gross incomes and still living lives filled with joy.

BUDGET

Budgets are like diets, no one wants to be on one, but did you know that just like diets, there are a number of ways to budget? We help our clients find the most successful budget for their lifestyle so they can accomplish their financial goals.

MORTGAGE

Home ownership is a dream that many Americans feel they can’t achieve, but if you wanted to accomplish it, do you have the plan for how to get there? Do you understand what the process will look like and how you should avoid becoming home poor at the advice of mortgage brokers?

STUDENT LOAN debt

71% of students are graduating with student loan debt. Do you know how to manage yours while also accomplishing other life goals? There are literally dozens of student loan repayment options available; and we’ll help you pick the best one for you and your life goals.

RETIREMENT

We hate the word retirement, it makes us think of the point in our lives where we’re winding down and living on fixed incomes. We like the words “financial freedom,” and that’s what we help our clients achieve. We want our clients to have the freedom to work or not and to reach that point before they’re eligible for social security.

INVESTMENT EDUCATION

Do you know what an ETF is? Are you scared to invest on your own? If you answered no and yes, then you’re just like our founder Shannon was before she became a financial advisor; and she’s trained her trainers how to empower and educate our clients so that they can invest on their own and make their money work overtime.


Ready to take control of your finances?