Financial Education That Removes Complexity & Simplifies Your Finances

At Personal Finance Partner, LLC, we believe financial confidence starts with understanding — not products, pressure, or complex jargon.

Many individuals and families were never taught how budgeting, debt, credit, saving, investing, and long-term planning fit together. Over time, this lack of clarity can lead to stress, confusion, and uncertainty about financial decisions — including what you’re paying for professional advice and whether it aligns with your goals.

Our role is to simplify your finances through education-focused financial coaching, so you can make informed decisions with confidence.

What We Do

Personal Finance Partner, LLC provides financial education and coaching services designed to help clients understand their complete financial picture.

We commonly help clients:

  • Organize and understand their cash flow and budget
  • Learn debt management and credit fundamentals
  • Understand investing concepts and portfolio structure
  • Review and discuss financial plans and the key components
  • Understand investment-related fees, expenses, and costs & their impact on your long-term nestegg
  • Prepare for personal finance conversations with Financial Advisors, Accountants, and Attorneys

Our work is centered on education and assisting you fully taking “control and responsibility” for your own finances

What We Don’t Do

To remain fully independent and unbiased:

  • We do not provide client-specific investment, tax, or legal advice
  • We do not sell financial products or manage assets
  • We do not provide specific investment recommendations and/or manage money for clients

Instead, we serve as an educational resource and thought partner, helping clients better understand their financial situation, strategy, and associated costs.

Who We Work With

We work with individuals and couples seeking clarity and confidence around their finances, including:

  • Professionals at any stage of their career — from early-career earners to mid-career and seasoned professionals
  • Individuals and couples working with Financial Advisors who want to better understand their strategy, portfolio, and fees
  • DIY investors seeking an unbiased, education-focused perspective on their overall financial plan

Whether clients are building a foundation, navigating complexity, or refining an established plan, our focus remains the same:
simplify first, then assist you in fully taking “control and responsibility” for your own finances

Testimonials

Financial Confidence

"Our newly found financial confidence has brought peace of mind to our future retirement goals and aspirations”

Saved Money

"Our Coach has saved us money in unnecessary fees that we were being charged"

Accountability

"Our Coach has brought accountability to both ourselves and our Financial Advisor"

More Control

“Prior to hiring a Financial Coach, we didn’t understand all the decisions that were being made by our financial advisor; Our Financial Coach got involved and has been able to uncomplicate the financial landscape & we now feel more in control of our financial decisions"

Double-Check

"I now enjoy making financial decisions and have a partner that is always available to double-check my decisions”

Unbiased

"My Financial Coach is an unbiased partner that has provided a good foundation that I didn't have prior"

Net Worth Increase

“Hiring a financial coach turned out to be one of the best decisions I’ve ever made. My net worth has increased dramatically in the last 3-years based on setting a clear plan and understanding the process better"

College Grad

“As a new college graduate, I was not prepared for all the financial decisions and responsibilities I was confronted with as I started my first corporate job. My Financial Coach educated me on the short and long term impact of the decisions I needed to make”

More Comfortable

"Before working with our financial coach, we felt overwhelmed and unsure about the financial decisions we were making. We are now more comfortable and confident in the decisions we are making.”

Simplified

“Our Coach is a partner that’s solely focused on simplifying the financial decisions we had to make, as we prepared for an eventual retirement"

Pricing & How We Work

At Personal Finance Partner LLC, our coaching is designed to be transparent, flexible, and conflict free.

The Initial Discovery phone appointment is FREE for all potential clients (usually 30-minutes). During this initial call, we will determine whether we can assist you with your goals & whether you would like to move forward after discussing our plan of action. All estimated cost are discussed and approved before we engage in our 1st education session.

Our standard coaching rate is $150 per hour. This rate applies to focused, one-on-one sessions tailored to your specific goals and financial questions.

For clients seeking broader or ongoing support, project-based pricing is available. This allows work to be scoped in advance and often includes preferred pricing.

As part of our commitment to service —- special discounts are available for military veterans, first responders, Seniors (60+), and New College and/or Trade School Grads. 

All pricing is discussed upfront, with clarity and no surprises prior to launching each initiative.

Start With a Free Discovery Call

If you’re looking to simplify your finances, gain clarity around your financial plan, or better understand how your money and costs fit together, we’d be happy to connect.

Schedule a Free Discovery Call
Let’s talk about what you’d like to understand better — and how we can help.

856-336-8772
csmith@personalfinancepartner.com

Disclaimer: Personal Finance Partner, LLC is not a licensed or registered Investment Advisor. The services provided are educational in nature and do not constitute investment, tax, or legal advice. Personal Finance Partner, LLC does not provide client-specific recommendations. Individuals should consult with appropriately licensed professionals regarding their specific financial situation.

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