We Help Individuals and Businesses Achieve Their Financial Goals
Personal Economic Coach helps individuals and businesses understand their finances better. We use a special process to analyze the big picture and provide customized solutions. Our expertise can help you make smarter financial decisions. Trust us to guide you towards success.
Why work with us?
We all seek a financial life that produces long term wealth, security and income. If this could be done while reducing risk, wealth erosion and financial costs, then all the better. Getting organized around this powerful desire is more difficult than it may appear. Life doesn’t occur in a vacuum and our financial decisions shouldn’t be made in one as well.
Every one of us makes financial decisions throughout our life at different times, with different people, all under different circumstances. This typically leads to feeling confused, unorganized, and not sure if we’ve made the right decision for us or our family. Every decision we make has an impact on other decisions in ways that are not always apparent. Understanding the basics of how money works is critical to moving ahead with confidence.
We must start then by evaluating the challenges that threaten our financial potential and how best to overcome them. Without a complete view of how all of the elements of our financial choices work together, we may end up losing our wealth unnecessarily, taking on greater risk and falling short of reaching our full financial potential.
So how do we help you improve your results? We start by looking at the relationship between every money decision, discover where we are today and envision where we may be headed in the future. Our financial modelling process creates the foundation for success. At Personal Economic Coach we focus on the five critical components of personal finance:
Safeguard your financial well-being with comprehensive insurance coverage and risk management strategies.
Build a strong financial foundation by setting aside money for short-term needs and future goals.
Secure your long-term financial future through strategic investments and wealth accumulation strategies.
Optimize your financial efficiency and liquidity to meet expenses and seize growth opportunities.
Manage debt wisely, differentiating between good and bad debt to maintain financial stability and growth.
This model offers an unbiased, simplified approach to visualizing the impact, positive or negative, of our money decisions. This comprehensive tool highlights your entire financial situation so that it may be organized, analyzed and tracked for optimal performance. Through a combination of hands-on materials and innovative software, we can help you calculate every move and keep you connected every step of the way. Through our carefully designed, collaborative process, your money becomes more productive and efficient. The intended results are clear: enhanced protection, proper savings, more efficient growth and the ultimate enjoyment of your wealth.
Our Latest FREE Guide!
Guide Cracking the Biggest Financial Challenges for Chiropractors!
What You’ll Get During This Financial Planning Journey
Discover the transformative power of our comprehensive financial approach, designed to empower you with control over your financial future. Optimize essential components of protection, savings, growth, cash flow, and debt, tailored to your unique financial journey for lasting prosperity.
Holistic Financial Clarity
Our process will help you assess your current financial situations as well as discover and map your future aspirations.
Personalized Financial Roadmap
We will design specific strategies to manage your resources while ensuring financial protection and exploring growth opportunities tailored to your individual circumstances.
What they say
Ray has shown me how to keep more of my own money.
Dr. George Rhodes
[The team at Personal Economic Coach] has guided me through several changes to better position me for both the uncertainties of the market but also the dreams that I have for my life.
I met Ray Jewell after he presented at a chiropractic seminar I was attending 23 years ago. I am so grateful that I was introduced to him! Instead of just the typical look at single components independent of each other (investments, insurance, debt, taxes, etc), he loaded my entire financial world into a model that examined how EVERYTHING interacts!
Dr. Scott Rosenthal
Schedule an appointment today