Did you know?

Seventy-eight percent of Americans live paycheck to paycheck. Contrary to popular belief, this includes high-income earners who either spend a lot or have a large number of expenses, leaving little to no discretionary funds at the end of each month.

Financial stress can have a significant impact on a person's confidence, relationships, health, and emotional well-being. With the rising cost of living, having solid money management skills is more important than ever.

Hi, my name is Lana Williams. I have worked in the Financial Industry for over 25 years. The number one thing I hear consistently is: “No one ever taught me how to manage money”. It is my passion to help with that. My services are designed to assist those who want to build a solid financial foundation; need help navigating through the many financial products and services offered; and move closer to comfortably affording the life that they want.

See what people are saying….

“The personal finance education videos are a breath of fresh air. You can tell there’s a genuine concern for those who are struggling with financial literacy. Too many people are shamed for having bad spending habits. Definitely not the case here. With these videos, it’s like you’re learning from a friend who truly cares.”

~ Financial Literacy Advocate, age 39.

One on One

Financial Coaching

Having a personal coach when working towards a goal makes all the difference in the world. My financial coaching services go in-depth and we hone in on the areas you are most concerned with.

See what people are saying….

“While working with Lana I paid off a loan and paid a big chunk down on my credit cards.
I’m not even done and my credit score went up 75 points.”
~ Attorney, age 28

group-coaching.png

Group Coaching

My workshops are designed to truly impact my audience’s financial well-being and are ideal for those who desire to meet and interact with like-minded people.

See what people are saying….

“The session was amazing. Glad I got to hear all of the great ideas. Thanks so very much for this work. Looking forward to the next session.”
~ CDC Scientist, late 50’s

Free 20 Minute Consultation

The thought of doing things differently is scary, I get it. It can be very emotional. It’s easier to keep doing what you are doing, even if what you are doing no longer serves you. I understand that. That’s why I offer a free 20-minute Q&A.