Field Service Representative
Hi, I’m Lael – prior military spouse, mother, and F1S Financial Coach. A question I often get is what exactly does a financial coach do? A financial coach is a personal finance expert or educator in areas such as getting out of debt, saving for the future, budgeting, credit, increasing income, saving for college, and all-around smart money management. Some may specialize in one or two areas, such as budgeting and credit. Others, such as myself, may cover most personal financial topics, giving you the guidance, tools (and even a little push when needed) to make better money decisions.
Being a military spouse was hard! I understand firsthand the challenges that spouses face. Often, we are left to manage everything while our military partners are dealing with long workdays, deployments, and last minute TDYs. For myself, the biggest challenge I faced as a military spouse was that feeling of being left in the dark. As spouses, we rarely receive the same information and/or understanding of the resources available to us. Making it challenging to utilize those resources which are put in place to help ease the burden of our spouse being gone. It was at that time I realized I needed to help others by helping bridge the gap between military personnel and spouses with the information and benefits available to them.
I hold a great deal of respect for our men and women in uniform and am proud to be able to help provide them with thorough, well-planned counsel regarding all areas of their financial life. I know how easy it can be to fall short of your goals, but I also know it’s possible to turn that around with just one meeting, one change, and one decision.
I want to help you make the best use of the resources you have to benefit your life and your family for generations. “Wealth” is not just the money you have, it is your ability to use money to achieve the kind of life you want. That’s why I strive to make the financial planning process an enjoyable, uncomplicated, and stress-free experience.
6128 E. Highway 98, Panama City, FL 32404
(O) 850.895.1024 | 888.804.1096
(C) 850.896.6253 | (F) 850.848.9608