How I Started Financial Coaching In 2008

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Entering college in 2005, I was just like any other freshman, naive and full of ego. I had no idea what I wanted to do with my life, but chose finance as my mother is a small business lender and my father is a stock broker.

I grew up with financial literacy, and didn’t realize what a credit card was until I was 18. I thought credit card and debit card meant the same thing, you swipe, and pay with the money in your bank account.

Boy was I in for a rude awakening when I found that millions of families are in way over their head and it all starts at home. Growing up in a house where finance was discussed and taught, I had the background that I took for granted.

In my junior year of college, I took a class that I didn’t realize at the time, but would shape my entire life and future.

Richard Haberstroh taught the elective, FINA 104 Personal Finance. As far as I’m concerned, that class should have been called “How To Get Rich.”

He taught us about paying off mortgages, financing cars vs leasing, and all sorts of strategies to set yourself up for success. He was the main reason why I started a Roth IRA at age 18 once I saw the power of compounding interest and how that would play out in my life.

From that class stemmed my first financial coaching client, my roommate, Jeremy.

Jeremy was interested in buying a car. When we put it on paper how much he had and how much he was going to need, we realized there was a huge disconnect.

Jeremy wasn’t making nearly enough, and was spending way too much to be living the life that he was living.

Once we broke down his expenses, we were able to identify easy strategies for him to reduce his costs and to increase his hourly wage within a week at a new job.

I had the bug and knew I wanted to be in financial coaching from that moment. Unfortunately, I graduated during the recession in 2009 and had to pivot. I couldn’t get the experience I wanted at a “real” job because nobody was hiring.

Even though I had the CFP education requirements, a great GPA, and an impressive resume for a 23 year old, I did not land my dream job. Instead, I worked in restaurants. I worked my way up the corporate ladder, but wasn’t satisfied. After some major life events, I moved to Florida in 2013.

Fast forward to 2014, I took my IT minor and started what turned into an 8 figure tech company. Along the way, I opened several other businesses and found ways to automate my income (and savings).

During this time, on the side, I had been doing financial coaching as well as being my own CFO for my companies as well as several other customers that worked with my tech company.

I attended the John Maxwell Coaching Certification in August 2018 and he posed an idea that was so life-changing that I can’t believe it didn’t occur to me ever before. As an entrepreneur, I considered myself good at spotting opportunities, but I realized I was doing something for free that I could monetize and still provide value.

I got the necessary certifications and pieces of paper and began growing my business. Lassise Financial Coaching was alive and kicking. Specializing in helping small business owners

On average, my clients save between $10,000 – $30,000 after the first session which covers my fee for years to come. Plus I provide the accountability to be able to make the changes stick and for you to grow your business or personal finances. I pride myself on being able to deliver time and time again!

I offer a complimentary 30 minute coaching call to see if we’d be a good fit. If I can’t save you more than $500 in the first session, I will let you know and we can part ways.

Financial Coaching clients face-to-face occurs in southern Florida in areas like Boca Raton, Delray Beach, Boynton Beach, Lake Worth, Wellington, Lantana, Hypoluxo, Greenacres, Manalapan, and West Palm Beach.

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