Utah | Life Transition

Valerie

I went into coaching one on one with Jeff. Um knowing that I wanted help with um with budgeting with financial goal setting and with um sort of dealing with the major life transition um of becoming a single parent and I came away with so much more. Um I think the confidence that I got from um from learning those things, but then also of um kind of finding um uh finding my voice, if you will finding kind of a way to navigate um a financial landscape that ties it together um with the goals and the dreams that I have um was um was really tremendous and in some ways unexpected, I think um that the um the, the care and the compassion that Jeff brings to his coaching is really clear and his ability to connect with his um uh connect his expertise sort of with what my needs were um uh was just really a gift. Um So I would highly recommend uh Jeff as a coach. Um And also um the confidence that I think um uh comes with having one on one coaching is a gift that I know I will um benefit from tremendously, um, for many years to come.

Texas | Couples + Communication

Camilla

And so it was important for us to find a coach who was not only knowledgeable, but who made me feel comfortable within the first uh few minutes of our Zoom consultation with Jeff, he had created an atmosphere of friendliness that was relaxed and that made me feel like I could open up and be vulnerable and be transparent about why I get scared to look at my finances or why I don't want to change my money habits.

I had tremendous anxiety when my husband suggested we find a financial coach for me, I feel very vulnerable when discussing money. And so it was important for us to find a coach who was not only knowledgeable, but who made me feel comfortable within the first uh few minutes of our Zoom consultation with Jeff, he had created an atmosphere of friendliness that was relaxed and that made me feel like I could open up and be vulnerable and be transparent about why I get scared to look at my finances or why I don't want to change my money habits. Um And I think, I think that's what sets him apart from other finance coaches out there. Is he cares about your long term success? He doesn't just want to know about your money habits. He wants to understand how you think about money because he gets that for most of us, money is a visceral thing. It makes us feel emotional and we can have blockages that prevents us from long term success with our finances. He takes you from maybe feeling shame or fear about finances to being excited and empowered with your money. He's also very passionate about what he's teaching. Not only is he knowledgeable, but he's excited about it. And that is infectious and overall, a coach that cares who's knowledgeable and who's rooting for you beyond your co coaching sessions with you. That, that is worth a lot.

Chad

And what bringing Jeff in what happened was he's a, he's very reassuring and he's very calming and having that third party change the dynamic of the conversation so that my spouse and I could on both sides communicate better of, oh, this is what we want to do and this is how we want to do it.

So, something that I was worried about in being coached in finance is like, I'm a full grown man. I've done just fine in life. But my spouse and I, we were stuck in the same conversations we had used mint. We'd used like a Google doc. We had done a few things um to try to take a hold of our finances and just take a hold, meaning just make sure that the dollars were going towards the things that we want to go to. So we could have the fun things that we wanted to have and maybe not eat out so much that we can do the go on the trip that we wanted to. All those things. My wife and I, we were stuck in the same conversation cycle. And what bringing Jeff in what happened was he's a, he's very reassuring and he's very calming and having that third party change the dynamic of the conversation so that my spouse and I could on both sides communicate better of, oh, this is what we want to do and this is how we want to do it. And that was just huge, a very calming presence every time that we met to answer questions and help us think about it differently so that we could just have better conversation. It sounds like it was like a, like we were going through therapy, which is funny. It, that's not the case, but it was therapy for money just helping us communicate differently.

New York | Variable Income + Small Business

Jenn

So, um I find a part of the process that Jeff does, that was really helpful for me was the initial budgeting work that you do to track your spending and determine what you're actually spending every month and every year uh before you even start to use the software.

So the name of Jeff's business is wise money mentor. And in my experience that is 100% accurate. I'm a freelancer and I contacted Jeff to help me work through the technicalities of using the win a software. You need a budget software. And what I got was way more than just the, the technical support. So, um I find a part of the process that Jeff does, that was really helpful for me was the initial budgeting work that you do to track your spending and determine what you're actually spending every month and every year uh before you even start to use the software. So that process was really illuminating and getting me to understand exactly what my needs are and how I might think about budgeting that throughout the year as someone whose income can be less predictable. And then when we moved into the process of setting up W A itself, Jeff's technical expertise was, you know, completely um um completely stellar. I felt like he explained things so clearly and succinctly every time I had a question, he was available to me um for extra support by email or through story prompt. A really innovative um video platform that allows him to communicate via video and to share screenshots and to um really just maximize the learning on my end. So um just fantastic, I can't say enough about him. I have a real sense of um understanding and mastery over my budget now that has brought a lot of calm and peace into my life. Um Considering, as I mentioned, the unpredictable nature of my income. Um and that's been super, super helpful to start to look ahead and work to some towards some of the goals that I've got for myself. So highly recommend him, Jeff is totally wise money, a totally wise money mentor. And um yeah, you can't go wrong with him.

California | Variable Income

Kelly

Uh So the value of working with a coach, uh specifically Jeff, in this case, on my road to learning NAB and the financial tools they're in um was, you know, it meant the difference between me getting a system down that could change the direction of my financial future.

Uh So the value of working with a coach, uh specifically Jeff, in this case, on my road to learning NAB and the financial tools they're in um was, you know, it meant the difference between me getting a system down that could change the direction of my financial future. Uh quite literally um or not because if you try to do something uh on your own, which I did, I put in a good, you know, solid 23 weeks watching the videos um doing stuff piece by piece, but so many questions came up and with so much going on in life, uh I can't tell you and it was, you know, it wasn't that it was um it was a financial stretch for me, but I knew in the end I would be so much better equipped to manage my financial future, which what it was, what it was all about. Um And I feel like working with Jeff was a worthwhile investment because it was an investment in my future. What is more valuable than your future and specifically what is more valuable than learning how to manage your money. So it was a itch that needed to be scratched it. Um I was just ready. I was just ready and he um provided that clarity, that lack of stress and that lack of my personal history, right. His, his frustrations were my frustrations. And if he had those at some point, he had worked them out, you know, he had learned the system. So he had gone before and really, um you know, learned the program that he was teaching. And so it wasn't a nerve wracking experience. He was very comfortable, he was very knowledgeable, he was calm and grounded. Um And I need that, I don't want to feel judged for getting frustrated by technology and filling digital envelopes and um ready to assign and uh replicate uh charges. I mean, there's just so many little things and in piece by piece, they seem sort of small. But like if you accumulate all that minutia and you have so many question marks in your head, you just, it's time easy, you just don't go forward. So, so he really provided the bridge um uh to my future empire. Um But really uh his, his uh knowledgeable, grounded, calm, nonjudgmental approach uh was really just the perfect fit uh for me.

Florida | Budgeting + Spending

A, um, like I said, I was, uh, just doing my wine a, uh, at, at a moment of time during that day, during that month, but not looking towards the future and also how to solve problems like some of my debt or just some of my spending.
It just, uh, he was just matter of fact, great, calm exactly what I needed.
Um, he was a great coach.

I had no idea what to look, uh, look for in a coach. Um, I was very lucky that I, I, uh, I don't know what it was that II I picked up. But, um, but, uh, he's just, he's, he's so calm, intelligent. He knew what I was wanting to solve for a problem with wine. A, um, like I said, I was, uh, just doing my wine a, uh, at, at a moment of time during that day, during that month, but not looking towards the future and also how to solve problems like some of my debt or just some of my spending. And, um, he definitely helped him in not nonjudgmental way. It just, uh, he was just matter of fact, great, calm exactly what I needed. Um, he was a great coach.

Utah | Couples + Communication

Miranda 

I feel like my husband and I had tried lots of other different things and money is very personal and very emotional and being able to have somebody else who is as patient and kind honestly, as Jeff is uh be able to navigate it all with us and point us in the right direction and give us the tools that we need to be able to do this even without his assistance.

I wholeheartedly recommend using Jeff. He is incredibly knowledgeable in W A and in budgeting and finances and is incredibly patient and accessible. And it was an incredible experience working with him. I feel like my husband and I had tried lots of other different things and money is very personal and very emotional and being able to have somebody else who is as patient and kind honestly, as Jeff is uh be able to navigate it all with us and point us in the right direction and give us the tools that we need to be able to do this even without his assistance. Now, um was incredible. We started, uh we worked, started working with Jeff in the beginning of 2023 and we checked in with him. We, I mean, we were intense, we overhauled our budget and it was the best year we've had financially and that includes a layoff and lots of other family tragedies and just other unexpected costs and to have the peace of mind of knowing that our finances were in order was huge. And Jeff has always been available even now as we reach out, we met with him again. Kind of like had a review of last year and that was fantastic to be able to check back in with him and help him, help us realign our goals and what our categories are and our priorities and all of that. And he was still just as eager to help us now as he was in the very beginning. And I just know that he is a very unique individual to be able to do that. And I have recommended him to so many people because I think we all sort of stumble through this process thinking that we should just know or we can watch some videos, read some blogs, but having the personalized touch of a of an, of an expert, honestly, especially with this specific budgeting system was huge. And I feel like we were able to, to jump right in, in a matter of like a weeks less than even that would have taken us months on our own. And that, that was huge for us. And so it was a really great experience and I highly, highly recommend Jeff to everyone.

Illinois | Budgeting + Debt Paydown

Solomon

Working with Jeff has been actually the best money that I've actually spent when it comes to coaching in White Nap. I've done one with a previous coach and I feel like it, it, it didn't really help.

Working with Jeff has been actually thebest money that I've actually spent whenit comes to coaching and YNAB.I've done one with a previous coachand I feel like it, it, itdidn't really help. But, yeah, I wasvery hesitant when I looked atJeff and everything like that. AndI think part of my hesitationwas just that I worked with acoach before and I didn't necessarily knowhow working withJeff was going to be different andI would say that what really madeworking with Jeff, the difference waslike going over everything, and just fromhim having me lay out all mybills and where money is going. Himasking about the balances, the interestrates on my credit cards, the minimumpayments, what I'm making per monthor per paycheck. Itreally helped to just like bring clarityto my uh finances. In addition tothat, even before then, I always hadlike anxiety when it came to myfinances, money, and stuff likethat. Now, working with Jeff, I feellike my anxiety has has definitely gonedown way more. I'm not gonna sayit's completely gone just yet becauseI'm still fighting my credit cardsright now, but I havea plan and I'm working that plan,and I'm happy to see that thebalance goes down every day. Iwould definitely say that it's all thanksto Jeff. He showed mehow to use the app. He wasthere with me through the step andwas always available. One of thesoftwares or tech that Jeff uses isStoryPrompt, and I think thatis just invaluable just because he's ableto show you how to do certainthings, and answer the questions versusa text message or an email, soI really love that communication wasalways clear. He didn't make me feelbad about my spending. That's one thingI'll say, you know, but hedid help me focus on my priorities.And also that's something that he didask questions like, hey, what is thepriority? Because sometimes, you know, my prioritiesout of my mouth can say onething when really my spending is showingthat my priority is a different thing.And I think he helped me kind ofget those two aligned together, and alsohelped me be able to shape how,you know, how I spend my moneyin terms of my priorities andwhat makes me happy, what makes mefeel good versus what makes me feelbad. So, overall, I highly recommend Jeff.After working with him,I'll say that my relationship with moneyhas took a complete 360, just because,again, like I said, I used totrack versus budgeting. Now I welcome openingup the YNAB appand entering in a transaction whenever Ispend money or anything like that, andalso before money. Like, I feelgood because I know where my moneyis at. I'm able to pinpoint itand it's something where I don't haveto second guess. So, if you areon the fence about working with Jeff,I highly recommend to do it.It's just money well spent.

Colorado | Life Transition + Spending

Jess

But now sitting here nine months into working with Jeff, I feel so confident and um how I have allocated my money, uh not only towards my childcare, um vacation funds, things that really matter to me, but I have long term goals that are achievable and attainable.

So I was a Mint user fora couple of years, but I didn'treally use it well. And so whenMint sunsetted, I was lookingat other platforms that I could managemy money and YNAB came to be through some findings. YNABwas a lot to figure outoff the bat. And so for me,I knew I didn't have a lotof time to commit to this. Ihad a newborn, but I needed abudget system to be reliable again, nowthat I, now that I had ababy. And so I saw Jeff'sprofile, I immediately connected with him basedon his demeanor based on what hewas able to bring to the table.And I knew my requirements of whatI was looking for was forset up and help. I hada good idea of what my budgetwas going into this. But learning andgetting help with the tool of YNABand how to shift the mindsetaround money was so gratifying and hashelped exponentially my life. I never thoughtI'd be excited to return something toLululemon saying, you know, what I don'tthink I actually need that. Never inmy life did I think I wouldbe excited about that, but now, sittinghere, nine months into working with Jeff,I feel so confident in howI have allocated my money, notonly towards my childcare, vacation funds,things that really matter to me, butI have long-term goals that areachievable and attainable. So I would highlyrecommend working with Jeff. He really helpedground me in what is possible andalso achievable for the short term andthe long term.

Lindsay

I would recommend anybody that's looking to understand their finances better, budget and set future goals to work with Jeff.
My savings and um what my retirement looks like as a small business owner, but when I started the year, I have never felt super clear on my personal finances.

I would recommend anybody that's looking tounderstand their finances better, budget, and setfuture goals to work with Jeff. Mygoal of 2024 was to understand myfinances better from a budgeting perspective. I'vebeen a business owner for 10 years,so I understand my business' finances, Iunderstand taxes, I understand my savings andwhat my retirement looks like asa small business owner, but when Istarted the year, I have never feltsuper clear on my personal finances. Ifeel very value driven in spending mymoney, but I didn't know exactlyhow it was laying out each monthand before I met Jeff, that wasmy goal. Through the end ofthis process, I had met the goalof this overarching theme of security andunderstanding. I understand my budgets now. Iunderstand how I'm spending my money. Iunderstand how and where I need topivot. That, to me, wasthe ultimate goal of this feeling ofgroundedness in my finances and in myvalue spending. Also, a really clear pictureand path towards my future goals andmy future savings. Jeff supported every singlething that I had questions on, everythingthat I wanted to understand deeper. Therewas not a single topic that wemissed within our six sessions, and outsideof our sessions, the care and attentionthat he took to answer them inthoughtful detail, provide links, videos, really justsupport the whole process to make itfeel not overwhelming. And that was thereason why I chose to work withJeff in the beginning, was because hereflected back to me the frustrations Ifelt around budgeting apps and budgeting ingeneral. It felt like this big elusiveidea. I personally am thankful that Iknow I can cover X, Y, andZ, but it's nice now to knowlike how far out that is orwhere I need to pivot if it's,as a business owner, a differenttype of month for me. So, Iwould suggest anybody who is working towardsa goal, really wants to understandtheir value spending, has specific questions -- Jeff is very knowledgeable on alot of things, and when we met,it, he really took the time tosay we can work through all ofthese things, and that felt very supportivefor me. So the whole process, Iwould say, leaves me with this glowingreview for Jeff and our work andour time together, and the future thatI have now with a a commitmentto myself and to my budgets andto my finances that feels rooted andgrounded in security, understanding, processes andease overall. He made it a veryeasy process.