Blog
#FridayFollow – An Advocate for This Work
Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with extensive knowledge and resources. AFCPE:...
August 10, 2018
Read More >#FridayFollow – Having less ≠ deserving less.
Interview with Saundra Davis, Executive Director of Sage Financial Solutions “My life journey has always been to make my corner of the world a better place”. This week, we catch up with AFCPE’s financial coaching partner, Saundra Davis of Sage Financial Solutions. Saundra was recently honored for her work as...
August 03, 2018
Read More >#FridayFollow – Having less ≠ deserving less.
“My life journey has always been to make my corner of the world a better place”. This week, we catch up with AFCPE’s financial coaching partner, Saundra Davis of Sage Financial Solutions. Saundra was recently honored for her work as an adjunct professor at Golder Gate University and shares with...
August 03, 2018
Read More >#Friday Follow – Coaching from the Heart
Kristy Tubbs is a woman on a mission. She is and the president of Piece of Heart Financial Counseling & Life Coaching, where she teaches people how to heal the heart from the pain of financial woes. In this interview, she shares about her journey from military spouse to financial...
July 27, 2018
Read More >#FridayFollow – Remembering your Life Dreams
In a world where most of us “wear several hats,” we often lose sight of ourselves and our dreams. As an Accredited Financial Counselor® (AFC®), Walter Morris, is passionate about helping his clients dream again. In his work, he helps people remember their dreams and create a dream-inclusive financial roadmap -...
July 20, 2018
Read More >#FridayFollow – “Focusing on U”
Vivian Padua is a financial coach and trainer who is passionate about helping clients become financially capable and mindful in their money management. Through her private practice, “Focus On U Coach”, she provides a wholistic approach to financial coaching, education, and training. When she isn’t working with clients, Vivian serves...
July 13, 2018
Read More >#FridayFollow – Developing Critical Cross-Cultural Skills
We are proud to recognize Biola University as our newest AFCPE® Approved Education Program! AFCPE: What inspired you to work in the field of financial planning and education? Shane: The stock market captured my attention at a young age, and I just had to learn more. As I read and attended seminars,...
July 06, 2018
Read More >Listening Between the Lines
Brandy Baxter is a 2011 FINRA Foundation Military Spouse Fellowship recipient and financial coach. As a public speaker and owner of her own business Living Abundantly, she coaches and educates people on a variety of money matters, from budgeting to credit and debt management. In her work, she is truly...
June 29, 2018
Read More >#Friday Follow – Making Financial Education a Requirement
Ann House is the Director of the Personal Money Management Center (PMMC) at The University of Utah. She provides financial education and services for students to obtain an education with as little debt as possible. Her goal is to give them the appropriate tools while achieving lifelong, successful financial outcomes....
June 22, 2018
Read More >#FridayFollow – “The Pursuit of Happyness”
Stephen Newland is an AFC® in the Atlanta, GA area with a passion for helping people set and achieve their financial goals. He started volunteering as a money coach in 2010 and now works full time running the financial education programs at churches in Buckhead & Alpharetta, Georgia. AFCPE: When people ask...
June 15, 2018
Read More >#Friday Follow – Money: It’s not about the numbers.
Interview with Jessica Moorhouse, AFCC® Jessica Moorhouse is a money expert, Accredited Financial Counsellor-Canada® & podcaster. Jessica talks to us about her passion, the ups and downs of being self-employed and her experience hosting the Mo’ Money Podcast. AFCPE: What inspired you to enter this field? Jessica: My passion for personal finance,...
June 08, 2018
Read More >#FridayFollow – Helping people climb out from under the rock of fear
Adrian Klenz, AFC® is a financial counselor, educator and certified housing counselor. He’s also one of AFCPE’s AFC® Review Course instructors. When people ask what he does, he usually has to explain how his work differs from a financial advisor or a financial planner. Adrian: Usually people hear the word “financial” and think...
June 01, 2018
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