About Me
Hello, I’m Lana
I am a Financial Coach (CFEI) with over 25 years of experience in the financial services industry. My experience includes banking, mergers and acquisitions, investment advising, and bank industry consulting. Things changed when I decided I wanted more from life than working long hours so I could buy a bunch of stuff. I gave up my career, got a lower-level position, and started to live. I later re-entered the world of leadership and it didn’t take long for me to realize that I wanted my life to look different so I walked away and started my coaching business. I would not have been able to do that without the money management skills my parents taught me and my years in the industry. If I know anything, I know that there is a huge lack of personal finance education; yet it is probably the single most important. I am committed to changing that.
As a Financial Coach, I help professionals develop healthy money habits that will last. I educate and work one-on-one with them to create a financial plan that reflects their goals. We structure budgets, implement debt payoff strategies, and create savings plans. I also serve as an accountability partner and support. In addition, I offer online courses for those who are more comfortable doing it themselves or are not sure they are ready for coaching.
Personal finance is one of the most important things a person can master yet many aren’t aware of the need until they find themselves drowning in debt or unable to comfortably afford life’s expenses.
I've helped thousands throughout my career. Let me help you "Spend Less, Save More, Live More"
1:1 Financial Coaching
"Financial Detox" eBook
FREE Consultation
Self-Paced Courses
Group Workshops
I have worked in just about every aspect of the financial services industry. One thing I can attest to is how much money you make isn’t as important as how you manage it. I am an advocate of financial education and believe it can greatly increase a person’s quality of life. I want to reach as many people as I can. Therefore, I offer resources for every budget.
Having years of experience, I know that money matters are rarely just about money. Considering children cue into their parent’s money behavior at a very young age, a lot of habits I encounter have been in place for years. For growth and change, you have to go a little deeper than the numbers. That is why I include techniques to help my clients shift their mindset so they can see their money differently.
To further assist those wanting intrinsic change, I partner with InnerLight Solutions, an integrative coaching firm that serves clients using a combination of Life and Financial Coaching.