What is Financial Counseling?

Financial Counseling can help you with both the practical and emotional aspects of money. With guidance from a professional Financial Counselor like Lauren Spelman, you can progress through this process of discovery and transformation toward a life of increased peace of mind and more confidence around money management. This process can be beneficial for individuals, couples, and entrepreneurs.

If you are ready to take the next step, Financial Counseling with Lauren Spelman can help you:

  • Gain clarity and understanding about your current financial situation.
  • Identify your needs for safety and protection.
  • Clarify your values around money.
  • Identify how to create a solid financial foundation.
  • Establish realistic goals for earning, spending and saving.
  • Create monthly and annual plans that support reaching your goals.
  • Identify beliefs and attitudes and transform how you relate to money.
  • Overcome shame, guilt and overwhelm about finances.
  • Communicate more freely with your partner and create mutual financial goals.
  • Identify underearning behaviors, set new goals, and earn your worth.  
  • Create long-lasting debt solutions.
  • Visualize and live your possibilities.

Financial Counseling is not an investment advisory service. It is, however, an excellent precursor to engaging in specific investment strategies. With Financial Counseling, you will gain clarity about what you truly want in your life, along with the focus, means and motivation to succeed with your very own personal savings and spending plan, which your Financial Counselor will help you develop. Specific investment advice is best discussed with the appropriate professionals only after you’ve reached that point.

This is a compassionate, exciting process, without shame or blame. It is not about forcing yourself to conform to a particular budget. On the contrary you will emerge from this process feeling less restricted, more expansive, and overall uplifted, energized and capable of taking on what previously had seemed overwhelming to you. It is nothing short of transformational.

Partner with Lauren Spelman to begin your own path toward financial renewal. Call her at (415) 945-1800 or email lauren@sagefinancialrenewal.com.

© Copyright 2007 Lauren Spelman, Financial Counselor, Sage Financial Renewal. All rights reserved.

Lauren Spelman, Financial Counselor
Sage Financial Renewal
21 Tamal Vista, Suite 221, Corte Madera, California 94925
P (415) 945-1800 | Lauren@SageFinancialRenewal.com


Financial Counseling, Spending Plans, Spending Goals, Saving Plans, Savings Goals, Financial Clarity, Financial Peace of Mind
Marin County, Southern Marin County

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