I offer a hands-on, real-life, upbeat approach to a subject that has so many paralyzed. My services are designed to move you to the next level. If you are a parent, we involve your kids. If you are a student, we involve your parents. Wherever you are, the focus is on you. The reality is, even if you win the lottery or inherit a fortune if you do not have money management skills, your fortune can be short-lived. Don’t waste any more time. Let's get started!
is an investment that pays off well into your lifetime.
My name is Lana Williams. I am a Certified Financial Education Instructor and Financial Coach. I started in the banking industry in a management training program where I worked in every department of the bank before earning my first bank branch as manager. My career has since been entirely in the financial sector. Positions I’ve held include Regional Sales Manager, Bank Industry Consultant, and Financial Adviser. My life changed when I decided I wanted more from life than working long hours and owning a bunch of stuff. I gave up my career, moved into a lower paying position and started to live. 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.
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 literacy and believe it can greatly increase a person's quality of life. I want to reach as many people as I can. Therefore, I am committed to offering high-quality education for even the most modest budget.
As a Financial Coach, I help my clients 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; build plans, including savings and debt reduction; and I serve as an accountability partner and support. I also provide online courses for those that prefer a little flexibility or are not quite ready for coaching.