Often we believe our financial struggles are rooted solely in the math behind our budget (or lack there of). The reality is our mindset and subconscious behaviors around money are often the biggest hurdles to achieving our financial objectives.
I specialize in working with young adults and families that find themselves unprepared for their current financial obligations and anxiously facing their financial futures without a clear and executable plan.
Coaching programs at Harbor Financial Wellness provide a comprehensive approach empowering clients to own their financial well-being.
My clients come from a variety of different backgrounds and circumstances. I can tell you with certainty that anyone can suffer from disruptive money decisions, habits and mindset, even those who appear to be doing well financially. This is a judgement free zone! I will meet you where you are on your financial journey and we will work together to charter a path forward that best suits you.
We all start somewhere!
Whether your are looking for help to clean up a financial mess, are overwhelmed by the financial obligations of adulthood, or are simply seeking guidance with future financial endeavours, I create a safe space for my clients to explore and develop their confidence handling their personal finances while also providing necessary financial education.
Harbor Financial Wellness coaching programs provide an experience where clients build self-awareness, adopt healthy and sustainable money habits, identify solutions to a variety of financial challenges, and implement an effective plan to achieve their financial goals.
Areas of focus include but are not limited to:
Clarity
Goal Setting
Money Mindset
Accountability
Spending Plans/Budgeting
Money Management
Debt Elimination
Student Loan Payoff
Home Buying
Retirement Planning
Becky Robnett has over 13 years of experience in finance and project management and has been a financial resource for many in her sphere over the last decade. Professionally, she began her career in 2011 in the area of banking and compliance. In 2014 she shifted her exposure to personal investing and earned her series 7 and series 63 licenses. Over the years she has worked consistently and closely with many family offices, financial advisors, introducing brokers and their clients with a skillset that includes active listening, strategic thinking, problem solving, empathy and compassion.
Becky is based on the Connecticut coast. She is a mother of four beautiful children in addition to two amazing step children. Her family along with her own personal and financial journey inspire this coaching practice. Becky continues to seek ways to utilize her strengths to serve others in her communities.
Harbor Financial Wellness coaching work is truly a labor of love and source of fulfillment.
Send me a message, and tell me more about your financial goals and needs. I would love to touch base and determine how I can help!
Phone: 860-391-6778 Email: becky@harborfinancialwellness.com
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