Personal Finance

Coaching

We know how overwhelming managing your finances can be. We get it. But with Smart Family Finance, we’re here to help you make the most of your money and achieve financial freedom.

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Greetings!

Welcome to Smart Family Finance, your go-to resource for all things personal finance.

We understand that managing your finances can be challenging and stressful, but we’re here

to offer our expertise and guidance to help you achieve financial success.

Who We Are

Let Us Introduce Ourselves

We are Steven and Jaclyn Vazquez, partners in life and business with a passion for personal finance. Our goal is simple: to equip individuals and couples with the knowledge and tools they need to make smart money decisions about their finances.

We’re originally from Long Island, New York, but we’ve recently moved to Riverview, FL, just outside Tampa. Steven has a background in Business and Finance and has gained extensive experience in personal and business banking. He’s also a serial entrepreneur and has successfully built multiple businesses. On the other hand, Jaclyn comes from a medical background and has a genuine passion for helping others.

We connect with both singles and couples facing challenges in organizing personal finances. If you’re struggling with budgeting, lack a plan to pay off debt, and seek financial stability, Smart Family Finance is here to guide you on your journey to financial well-being. Steven and Jaclyn, speaks Spanish and Portuguese.

Your Financial Future Starts Here

We are dedicated to helping families achieve financial success through education and personalized support. We offer a variety of resources and tools to help you understand and manage your finances, as well as one-on-one coaching sessions and budget counseling to create a personalized financial plan made for your specific financial goals.

Learn how to create a budget, save for retirement, and invest wisely with our expert guidance. We also provide valuable tips and financial advice on managing debt, building credit, and achieving financial stability.

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Why Choose Us

At Smart Family Finance, we understand that everyone’s financial life is unique. That’s why we take the

time to get to know you and your individual needs. Here’s why you should choose us:

Shared Passion For

Helping Others

Rooted in our humble beginnings, we have always been passionate about helping others achieve financial stability. We believe that everyone deserves to be financially secure, and we are here to guide you on your journey.

Personalized

Approach

We understand that there is no one-size-fits-all approach to managing finances. Our personalized approach allows us to tailor our services to your personalized experience, specific needs, and goals. Just simply tell us what you want to achieve, and we’ll help you get there.

Expert Knowledge & Experience

With our extensive background in finance, business, and coaching, we have the knowledge and experience to help you achieve your financial goals. Our expertise, paired with our passion for helping others, makes us a trusted source for financial guidance and advice.

Strict Adherence to Legal Boundaries

We take the legal boundaries of financial marketing seriously. As such, we strictly adhere to all regulations and guidelines relevant to the Financial Industry Regulatory Authority. We make sure that our financial coaching services are ethical, honest, and transparent.

Familiarity with Current Financial Landscape

The world of personal finance is constantly evolving, and we prioritize staying up-to-date on the latest trends and changes in the industry. This allows us to provide you with the most relevant and effective financial management strategies.

At Smart Family Finance, we understand that everyone’s financial life is unique.

What We Can Do For You

We offer a range of financial coaching services designed to empower individuals and families with the knowledge and tools they need to succeed financially.

Financial Education Resources

Our website is packed with informative articles, videos, and other resources to help you learn about various financial topics, such as budgeting, retirement savings, investing, and more.

Personalized Coaching

We provide personalized coaching sessions to address your specific financial concerns and goals. We guide you in creating a budget, making investment recommendations, managing debt, and building wealth.

Debt Management Services

Beat the cycle of debt, money stress, and generational financial struggles. Let us help you create a personalized plan to pay off your debt, improve your credit score, and achieve financial stability.

Retirement Planning

It’s never too early to start planning for retirement. We’ll guide you in creating a personalized retirement plan and help you make the most of your investments.

At Smart Family Finance, We are dedicated to helping families achieve financial success through education and personalized support. We offer a variety of resources and tools to help you understand and manage your finances

Budget Counseling

Our budget counseling services involve a comprehensive analysis of your finances to help you create a budget that works for you. We also offer ongoing support and guidance on financial decisions to help you stay on track with your financial goals.

Frequently Asked Questions

Before starting our financial coaching services, you may have some questions. Here are a few commonly asked questions and answers to help you get started:

Q: What does a personal financial coach do?

A: A personal financial coach works with individuals and families to help them set and achieve financial goals. We provide guidance on budgeting, debt management, savings strategies, and overall financial planning to improve your financial well-being.

Q: Why should I hire a personal financial coach?

A: Hiring a personal financial coach can provide personalized guidance tailored to your unique financial situation. We offer accountability, expertise, and a roadmap to help you navigate your financial journey with confidence.

Q: What areas of personal finance do you specialize in?

A: I specialize in a wide range of areas, including budgeting, debt reduction, savings planning, and overall financial literacy. My goal is to provide comprehensive support for your financial needs.

Q: How can a financial coach help me with budgeting?

A: I will work with you to create a customized budget that aligns with your financial goals. We'll identify spending habits, find areas for potential savings, and develop a practical budget that you can stick to.

Q: What is the first step in working with a personal financial coach?

A: The first step is typically an initial consultation where we discuss your financial goals, current situation, and any specific challenges you're facing. This helps me understand your needs and allows us to create a personalized plan.

Q: Can you help me get out of debt?

A: Absolutely. We will develop a debt reduction strategy, prioritize payments, and explore methods to accelerate debt repayment. Together, we'll work towards achieving a debt-free and financially secure future.

Q: How do you approach retirement planning with your clients?

A: Retirement planning is a crucial aspect of financial coaching. I help clients understand their retirement goals, assess their current savings, and create a plan to ensure a comfortable and secure retirement.

Q: What's the difference between financial coaches and financial advisors?

A: Financial coaches primarily focus on helping individuals build healthy financial habits, manage budgets, reduce debt, and achieve specific financial goals. While financial advisors often offer investment advice and comprehensive financial planning, financial coaches concentrate on day-to-day financial habits and behaviors that contribute to long-term financial success.

Q: What sets you apart from other financial coaches?

A: My approach is highly personalized. I focus on building a trusting relationship with my clients, understanding their unique needs, and providing ongoing support and education to empower them on their financial journey.

Q: How do I get started with your financial coaching services?

A: Getting started is easy. Simply reach out to me through the contact form on the website, and we'll schedule an initial consultation to discuss your financial goals and determine the best plan of action for your needs.

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Our Community

By joining Smart Family Finance, you become part of a community that is dedicated to improving your financial knowledge and achieving financial success. Follow us on social media and sign up for our newsletter to stay updated on the latest tips, resources, and advice.

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Ready to Take Control

of your Finances?

At Smart Family Finance, we believe that financial success is within everyone’s reach. You’re not alone in this journey, and we’re here to support you every step of the way. Contact us today to schedule a consultation or learn more about our services.

Let’s start our journey towards financial freedom together! Remember, Smart Family Finance is always here to help you make the most of your money and achieve your financial goals.

So what are you waiting for? Join us as we empower you to take control of your financial future!