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Lighting the way to financial freedom & beyond
- (407)279-1562
- njeri@lighthouse.coach
Lighting the way to financial freedom & beyond
(3hrs minimum)
(3hrs minimum)
Includes 30–day spending review, analysis, and a Spending Plan to achieve wealth accumulation goals.
(4hrs minimum)
Our generational wealth solutions package builds on the fact finder and personal finance review to include risk analysis, beneficiary review, and trustee allocation of wealth. In addition, we work along with your estate attorney to achieve your goals.
(3hrs minimum)
Your financial health check-up includes a detailed credit review with a plan to increase your credit score as well as your accumulator of wealth score.
(4hrs minimum)
marriage transition financial counseling can help prepare a couple for marriage to minimize financial conflict. We can also assist couples who are separating or going through divorce to ease the burden of dividing financial assets and make a smoother transition to their new life.
(3hrs minimum)
Nothing changes your life like a new child. With our guidance, we help new parents prepare for the arrival of their new addition by walking them through the steps needed to financially secure the child’s future. This includes but isn’t limited to health and life insurance review, debt analysis, emergency savings review, an adjusted spending plan to include child care, and more!
(3hrs minimum)
Buying a home can be an intimidating process and overwhelming financially. With our coaching, we can ease the process of buying a home by building on our Financial Health Check-Up and tailoring your financial plan to include your goal of homeownership. With over a decade of experience in the real estate industry, you’ll find our coaching invaluable.
(3hrs minimum)
Selling a home can be a stressful time. With Lighthouse Wealth Coaching, we guide you through the home selling process using over a decade of real estate industry experience as our foundation. This includes a comparative market analysis (CMA) as well as a market preparation summ
(3hrs minimum)
For estate planning support, our wealth coaches work with your estate planning attorney to help you establish an estate plan that meets your goals.
(3hrs minimum)
Starting a business can be a labyrinth of tasks that our coaches can help you navigate. With over a decade of experience owning multiple businesses as well as a Master’s in Business Administration, Njeri can assist you with a business plan, marketing plan, market research, as well as many other key steps in starting and running a successful business.
(1 hrs minimum)
Planning for retirement should begin as early as possible and with our wealth coaches we can review your current plans and help you adjust as needed to meet your financial goals.
(1 hrs minimum)
With over 40 years of investing experience, Lighthouse Wealth Coaching will do a full risk analysis, asset allocation review, and do an overall assessment of each investment you are considering so it fits with the financial roadmap we create for you.