Financial wellness is a sense of calm and control over your financial situation and your life. If you’ve achieved it, congratulations – no need to read further. But if you’re experiencing some financial stress in your life; if you’re finding it hard to pay your bills, or save money toward a financial goal – or you’re feeling confused, fearful, or anxious about your money and your life – that’s not healthy. And we can help.

At Dynasty Financial, we act as a financial coach to help people get their financial lives in order. We’ll meet with you, get a full picture of your situation, learn your “stress points,” and give you a step-by-step guide to feeling better about your finances. We do it quickly. We do it confidentially. And we do it without judging.

Financial coaching is teaching people money skills so better decisions are being made resulting in less stress.  We’re not miracle workers, but we are straight shooters. And, importantly, we do not sell or endorse any financial products, so there is no hidden agenda.  

Our mission is to arm people with the knowledge they need to take control of their financial lives. With knowledge comes understanding. With understanding comes confidence. And, with confidence comes peace, and a sense of control.

If financial anxiety follows you around, financial coaching can put you on a path to sleeping better at night. You’re not alone!  A recent survey showed that 45% of Americans are anxious about debt at least once a month, and 20% said it makes them physically ill at least once a month. Learn to control your money and not have your money control you!!