Simply Your Personal Finances
Hi, I’m Lance Hall.
Certified Public Account (CPA), Masters in Business Administration (MBA)
As a Financial Coach, I specialize in simplifying finances for busy individuals and professionals from all walks of life. With a focus on simplicity, I offer tailored strategies to help navigate the complexities and uncertainties of personal finance to help you reach your unique goals. My mission is to equip you with the knowledge and tools that you need to confidently manage your finances amidst demanding schedules, fostering financial stability and success.
“I was able to pay off more than $12,000 in credit card debt.”
Five Pillars of Financial Stability & Wellness
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Planning
This does not always mean the dreaded word “budgeting”. This means that a personalized financial roadmap is developed that aligns with your values and goals.
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Saving
Whether you want a house, car, clothes, or that concert ticket that you have always wanted, knowing how to effectively save money is essential to maintaining financial stability.
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Debt Management
Debt can come in many forms: credit cards, auto loans, student loans, etc. We will work together to not only eliminate the debt, but also help you understand why you have it and how/when to avoid it. AND raise your credit score in the process.
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Income
Having a stream of income is another essential piece to maintaining financial stability. We will talk through if your income is causing financial instability and how we can address it.
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Investing*
College savings accounts, retirement accounts, and brokerage accounts are your best friends when it comes to investing into you and your family’s future. We will talk through your options and what to consider.
*Disclaimer: I do not provide investing advice or handle clients’ investment portfolios.