Discover Financial Peace of Mind through Purposeful Planning
Welcome to Financial Success Planning! I am Michael Nawar, a Certified Financial Education Instructor℠, and your dedicated financial coach, here to guide you on the path to financial freedom.
My mission is to empower you to achieve financial success by equipping you with the knowledge to make informed decisions, guiding you towards reaching your financial goals, and ultimately helping you secure a prosperous future. With the right knowledge and strategies, achieving financial success can be easier than you think.
Whether you’re grappling with debt, not sure how to invest with purpose, or seeking reassurance that you’re on the right track, I’m here to guide you every step of the way. With a blend of practical strategies and a compassionate approach, we'll transform your financial stress into lasting stability and set you towards a brighter, more secure financial future.
Let's embark on this journey together and make your financial goals a reality!
What is a Financial Coach?
A financial coach is someone who helps individuals or families manage their finances, set financial goals, and develop a plan to achieve those goals. They are not financial advisors who sell products or manage investments, but rather educators and motivators who provide guidance and support in making sound financial decisions.
A benefit of working with us is that our services are not commission-based. Instead, you pay a flat rate for a predetermined number of hours. No need to worry about hidden fees, commissions, or unexpected costs.
Many people can benefit from working with a financial coach, especially those who are struggling to make ends meet, are in debt, or simply want to improve their financial literacy. A financial coach can help clients gain a better understanding of their financial situation, identify areas for improvement, and develop a plan to reach their financial goals. They can also provide accountability and support to help clients stay on track and make progress towards their goals.
Debt Management
Getting out of debt is a crucial step towards financial freedom. As a finance coach, I emphasize the importance of eliminating debt to my clients. By reducing or eliminating debt, individuals can save money on interest payments and have more resources to invest in their future. Being debt-free also provides a sense of security and peace of mind, allowing individuals to focus on building wealth and achieving their financial goals.
Investment Guidance
When it comes to investments, the options can be overwhelming. That's why it's important to focus on developing an effective investing strategy. Whether you are just starting out or looking to grow your portfolio, having a solid investment plan in place is crucial for long-term financial success. By working with a financial coach, you can learn about different investment options, risk management techniques, and the importance of a diversified portfolio.
Retirement Planning
As a finance coach, I've developed a model that shows you exactly how much you need to retire comfortably. Planning for retirement can seem overwhelming, but with the right guidance, you can create a solid financial plan that will set you up for success in your golden years. By calculating your expenses, income, and savings goals, we can work together to create a retirement plan that aligns with your financial goals. Let's start planning for your future today!
About Me
Over the past 20+ years I've worked up the "corporate ladder" as a financial professional from a junior analyst to a senior finance director. During the course of my career, I focused on developing models, scenario plans, and business cases. However, my greatest joy came from my side hustle, helping people with personal finances. Several years ago, I started to leverage my professional modeling and planning skills, and I applied them to develop personal finance methods that I've used to help individuals and families navigate through financial situations.
This has been the motivation behind officially starting Financial Success Planning Inc.
Having secured my financial future, my mission is to help people achieve their own financial security. I focus on teaching simple steps to get people out of debt, the value of investing, and setting retirement milestones. I help you identify financial goals and then steps to achieve it.
My intent is to take the complexities of the financial world and help individuals create a financial roadmap that provides clarity and reassurances. With the heart of a teacher and step by step guidance, I am here to help.
I maintain a fiduciary relationship with my clients. That means I always keep your best interest in mind and do not receive commission or referral fees.
Born and raised in Atlanta, GA, I earned my Bachelor of Science from Georgia Tech with a focus in Finance and Information Systems and an MBA from the University of Georgia with an emphasis in Risk Management.
I'm also a Certified Financial Education Instructor℠ with the National Financial Educators Council and I am currently working towards my Certified Financial Planner® (CFP®) certification.
In my spare time, I enjoy spending time with my wife and two boys, traveling, sports, and serving at my local Orthodox church.
What It Means to Be Coached by a CFEI®
Being coached by a Certified Financial Education Instructor℠ means you're receiving guidance from a professional who has undergone rigorous training and certification to teach personal finance effectively. CFEIs are equipped with the knowledge and skills to help you understand complex financial concepts and make informed decisions about your money.
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