Services

Money Management Strategy and More

YesToFinancialFitness provides money management strategies and coaching to professionals and small business owners who want to learn about managing and investing their money. You will work directly with owner and Money Management Strategist, Judith Stephens, as you Learn to Earn More and Build Your Wealth.

We are not a financial planner or financial advisor. We do not invest your money. We work with you to discover more about money, finance and investments, and you control all of your funds.

Mission

We promote financial freedom through financial literacy. Our mission is to educate people about money, wealth and abundance. My clients talk money, understand the language of money, ask specific money questions with confidence, and discover how best to use and leverage their money.

Who Do We Work With

We serve the financially successful who want to remain financially independent. She wants to rely on her own financial knowledge and skills. We also serve those who want to become financially successful. We work with women professionals and business owners to grow their money and financial independence.

85% of women will be solely responsible for their own financial welfare at some point in their lives. The baby boomer generation is the first group of Americans without the guaranteed retirement provisions of their parents. They are also expected to live the longest — an average of 80+ years.

Many people are not financially prepared for their future. Some have neglected or diverted their retirement funds. Others are sandwiched between children and parents, and haven’t been able to save. And frequently they have not known how to start saving to invest for the future. Now they need an accelerated plan and focus on investing in assets that will build wealth.

How I Work With Clients

Through individual and group coaching, I work with business owners and  professionals who want to overcome fear and emotional dependence around money. Our clients discover how to use analytical tools to manage the money they currently have, while embracing the new business skills needed to earn more.

As your money advocate. I present options and choices. Unlike many financial advisors and planners, I sell no financial products. No insurance policies, annuities, stocks or mutual funds.

However, as your situation requires such instruments, I am happy to recommend leaders in the respective markets who work with my clients and present ethically and situationally appropriate products. Clients are thereby in a position to make informed decisions.

We host Money Mastermind Groups and Investment meetings. We also host monthly teleseminars and webinars for our online community. The goals for our events are to increase financial literacy, share joint venture opportunities, and increase your revenue. We provide a network with money-minded people to collaborate on projects and investment opportunities.

If you’re interested in learning more about how I can help you discover more about money, contact me. I’d love to hear from you. Comment on my blog, or send an email to Judith at yestofinancialfitness.com. Thanks!

Warmly,
Judith