Helping you make dollars and sense of your finances
Are you ready to make a change with your finances?
Welcome to Dollars and Sense Financial Coaching
A little about me
A little about me
A little about me
Who am I and what make me qualified to help you with your finances?!?! Thats a great question...
My name is Joe Edelstein, I am a former banking professional and Drake University MBA Graduate who has found financial freedom through savvy investing, good money habits and continued financial learning. My greatest passion is helping others be
Who am I and what make me qualified to help you with your finances?!?! Thats a great question...
My name is Joe Edelstein, I am a former banking professional and Drake University MBA Graduate who has found financial freedom through savvy investing, good money habits and continued financial learning. My greatest passion is helping others better their finances and understanding around how to manage money. With over a decade in banking, I have helped thousands of people fix their financial situations for themselves and family futures.
I learned at a very young age the importance of money management, saving and budgeting. My mission as your financial coach is to get to the root of any financial issues, help you build a new financial path, and hold you accountable for sticking to your goals.
My Approach
A little about me
A little about me
We have all made our own financial mistakes, identifying and learning from those mistakes is the key to understanding how to better change habits moving forward.
My approach to coaching is rooted in positive emphasis on what is going right and determining the right approach to correct what isn't. I work collaboratively with my clients t
We have all made our own financial mistakes, identifying and learning from those mistakes is the key to understanding how to better change habits moving forward.
My approach to coaching is rooted in positive emphasis on what is going right and determining the right approach to correct what isn't. I work collaboratively with my clients to help them identify their strengths, overcome limiting beliefs, and develop practical strategies for achieving their financial goals.
Finances should be fun and easy, but in most cases it is stressful and overwhelming. I hope to help simplify things for you and help you better understand your money and how it can be a tool for your future.
What we cover
A little about me
What we cover
What's the old saying... "There's a thousand ways to skin a cat." While that's a weird saying, it still rings true as there is never just one right answer to scenarios, including YOUR financial situation.
We will find the best way to help you in your specific situation. Whether that be to help you better budget, change spending habits, rec
What's the old saying... "There's a thousand ways to skin a cat." While that's a weird saying, it still rings true as there is never just one right answer to scenarios, including YOUR financial situation.
We will find the best way to help you in your specific situation. Whether that be to help you better budget, change spending habits, recognize impulsive purchasing, be more active in saving, work toward a financial goal (buying a home), or whatever your scenario calls for.
I want to stress that I am NOT here to sell you financial products, get you to invest your money, or get you into a life insurance policy. While some of those things are great, I am truly here to help you guide through your own personal finance journey
I AM here to help you understand your finances, give personal financial advice, and help you achieve your financial goals.