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Coaching: Expert Financial Advisor

Financial Coach: Business or Department Budget

  • 1 hour 30 minutes
  • varies
  • York Road

Service Description

Our approach to financially healthy living begins with listening and learning more about you and your circumstances. We will delve deep to discover what is important to you, and discuss your hopes, goals, dreams, and aspirations. As no two people are alike, no two plans for healthy financial living are alike either. Developing a plan is one of the most important things that you can do for those you love. Our goal is to put you on a path toward financial security. Once we have worked together to discover your life goals, we will work to build a customized comprehensive plan that will help organize and simplify your financial life. Strategies for your financial healthy plan will cover: Retirement planning Tax planning Social Security Planning 401k rollovers Additional services will include: Estate planning Business succession planning Insurance planning Education funding Charitable giving desires Barbara Hollis Shingler is a registered investment advisor representative and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Clients should consult their personal independent tax, legal or medical professionals for answers to their specific questions. and learning more about you and your circumstances. We will delve deep to discover what is important to you, and discuss your hopes, goals, dreams, and aspirations. As no two people are alike, no two plans for healthy financial living are alike either. Developing a plan is one of the most important things that you can do for those you love. Our goal is to put you on a path toward financial security. Once we have worked together to discover your life goals, we will work to build a customized comprehensive plan that will help organize and simplify your financial life. Strategies for your financial healthy plan will cover: Retirement planning Tax planning Social Security Planning 401k rollovers Additional services will include: Estate planning Business succession planning Insurance planning Education funding Charitable giving desires Barbara Hollis Shingler is a registered investment advisor representative and is affiliated with various companies which include, but are not limited to, insurance companies and broker-dealers. Clients should consult their personal independent tax, legal or medical professionals for answers to their specific questions.


Contact Details

  • 5900 York Rd, Baltimore, MD 21212, USA

    (410) 540-8686

    tomorrowspromise@comcast.net


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