Wealth Coach & Certified Financial Planner™ Testimonials

Comments from Coaching Clients:

“Fern helped me move through the transition of operating my business solo during my divorce, which was a new experience and a very trying period for me! I also appreciated that I could get financial advice from a fee-based adviser who was not going to profit from the difficulties I already was having with the divorce, as the lawyers proved untrustworthy in that regard. I knew it was all up to me to figure it out, yet I needed some kind of personal support and Fern showed up just in time.  Very empowering.
I appreciated her help in straightening out my finances and helping me do a real estate project on my own. Now I have the confidence to lead a large real estate project and find the right support people to help me. What a relief!”

-Sylvia Litchfield-Real Estate Investor and Consultant

“In a group coaching session for our small business loan clients, Fern led an informative and helpful workshop for those wanting to know the basics of financial planning. At the end of the coaching session, participants are able to know where they stand in their financial health and what resources to tap into to address their concerns. Fern takes the time to answer individual questions and offer advice on particular scenarios, and the whole group benefits from the dialogue.”
– Regie Ledesma, Development & Marketing Assistant, Lenders for Community Development

“Yes, I would recommend a friend to Fern. I liked her knowledge of any of the aspects of money I brought up. I had many questions and she patiently answered them even if I didn’t get it the first time. She helped me with not only general information but specifics and proven strategies. We worked on what I felt was most important with guidance but not domination from Fern. During the calls I felt that they were all about me and not Fern trying to impress me or show off. She always respected my humanity and never made me feel stupid or belittled.”
– Dave Humphreys

“In 2006 Fern coached me in all aspects of running my own business in the arts. We started with the idea that in order to prepare for the feast, you need to clean everything up first and slowly arrange the food on the plate. Some of the systems that Fern helped me put in place consisted of setting up a spread sheet to determine how much profit I had on each job so i knew what I had to live on. Prioritizing getting work in the pipeline and organizing the shop to make it happen. Fern coached me on identifying different types of communication styles of the gallery owners so I could determine how they wanted to be communicated with. Fern is also an experienced Financial Advisor and helped me get my 401 K rollover together. Working with Fern definitely set my course for a successful 2008, I highly recommend Fern as a wealth coach.”
– Therese Lahaie, Artist

Comments from “The Seven Steps to Your Own Financial Plan” tele-class:

“Thank you very much for your teleclass. What I really found valubale was that you described the 7 steps that are needed for finacianl success in a away that is not overwhelming. Gebnerally when it comes to finances people feel out of control and overwhelmed. I got from your class that if we follow a plan we really can make it happen! Thank you Fern.”
– Kim Knight

“I attended Fern’s tele-class, The Seven Steps to Financial Success, and it was so well organized, and very informative with much up-to-date financial data. It was also very inter-active which facilitated us all learning more from each others’ questions/comments. I highly recommend it to beginners or to the more seasoned investor. I learned about the ‘three step foundation’ which was most helpful to me and I gained more depth in my understanding of investing and retirement planning. I found it to be very motivational!”
– Anne Grace

“I think the teleclass, The Seven Steps to Your Own Financial Plan, is a great place for a beginner to get an overview of what is involved in setting up a financial plan.”
– Sharyn E. Cerniglia

“In this teleclass, Fern brought together in a very understandable way all the various aspects of financial planning. What a wonderful class for young people who have barely even started saving any money!”
– Suzanne Holman Brown, BS, MA Ed.

“Excellent! You would be a fool not to take this course!”
– Anthony Hayes, Real Estate Agent

“It’s very beneficial for someone exploring how to invest.”
– Chris Gatto, Public Relations Specialist

“Helps give you a logical sequence of how to secure your financial future.”
– Tony Ramirez, IT consultant

“Great way to check out your previous understanding!”
– Thomas Cheng, Engineer

Comments from my Money Workshop:

“Concrete and specific information regarding personal finances.”

“A general understanding of a lot of things I wish I had known all along. Invaluable!”

“I now know the importance of defining goals, financial and otherwise, in detail, and with commitment.”

“The financial foundation and goal setting was the best takeaway.”

“Learning about estate planning was all new. I liked discussion on goals and how things can start working out if it is something you want.”