Legal & Financial

Showing 9 experts

Filter
Show more
Show more
Verified ID

Financial Coach & Credit Expert

My name is Dianela, and I am a certified Financial Coach and Credit Repair Specialist with a passion for helping individuals take control of their personal finances and credit. With my expertise in personal finances and credit, I have successfully guided more than 30 clients on their credit building journey, financial planning, and long-term financial goals. One of my key strengths lies in creating personalized spending plans that empower individuals to manage their finances effectively. By working closely with my clients, I help them develop a comprehensive financial strategy that aligns with their goals and aspirations. Whether it's creating a savings plan, establishing a long-term savings strategy, or providing guidance on credit repair, I am committed to equipping my clients with the knowledge and tools they need to achieve financial success. In addition to my work as a financial coach, I have also assisted numerous clients in starting their own businesses from scratch. I provide guidance on how to navigate the complexities of business credit and secure funding for their ventures. My extensive experience in this area allows me to offer valuable insights and strategies to aspiring entrepreneurs, helping them turn their dreams into reality. When it comes to credit repair, I am well-versed in the intricacies of the credit system and have a proven track record of helping clients improve their credit scores. I understand the challenges that individuals face when dealing with credit issues, and I am dedicated to providing them with the necessary tools and guidance to overcome these obstacles. If you are facing financial challenges, looking to save money for a major project, seeking funding for a new business, or simply in need of credit repair for personal credit, I am the ideal candidate to assist you. My expertise, combined with my passion for empowering individuals to achieve financial freedom, makes me a trusted partner on your journey to financial success. I am excited to work with you and help you take control of your personal finances and credit. Together, we can create a solid foundation for your financial future.

Starting at

$150

for 1 hour
Reviews

0

0 Reviews
financial coach | personal finances | credit building | financial planning | credit repair specia…

Community Architect & Strategist

I'm a super-connector, collaborator, and catalyst for community success. I'm confident that community, connection, and collaboration (or as I call them, “The 3 Cs to Saving Humanity”) are the keys to our survival as a species, as well as the quickest way to feel less alone in this world and succeed together. Most people get why “The 3 Cs” are important in theory, but lack the understanding of how to actually build community, connect with others, and collaborate vs compete - that’s where I come in. As a Community Architect and Strategist, I help individuals and organizations conceptualize, launch, and grow successful communities, acting as a guide from idea to implementation to iteration, and everything in between. I combine my MBA and operations mindset with three decades of experience both running communities and being a member of many to offer a well-rounded perspective on what makes communities and the people within them thrive. During my time as a Community Strategist at Mighty Networks, I supported hundreds of Community Creators with setting goals and measuring effectiveness, problem-solving and brainstorming new ideas, and acted as their trusted sounding board and Strategist. I also facilitated workshops, masterminds, and product training sessions to help people learn how to run successful communities and understand the intricacies and possibilities of the community-hosting platform. I now run my own company called Overlap Collective offering 1:1 consulting, Blueprints, Playbooks, and workshop facilitation. I share my thoughts and expertise on community, connection, and collaboration as a podcast guest and speaker, as well as in my keynote talk, Substack, podcast, and book-in-progress all by the same name, “Seeking the Overlap: Connecting Deeply in a Deeply Disconnected World”.

Starting at

$99.50

for 30 minutes
Reviews

0

0 Reviews
connection | networking | operations | community strategy | podcast guest skills

Financial Wellness Coach

Hey there! I’m Lilias, and when it comes to money matters, I’m your go-to person. With a strong focus on money management and debt payoff, I’ve honed my skills in budgeting, saving, investing, to help you achieve financial goals. Throughout my own life, I’ve achieved some significant milestones that have shaped my expertise. I’m currently paying off $50k in debt, at over $2k you can follow along my journey on my IG, and even better start your own journey! Additionally, I’m also a real estate consultant with 20 years in the industry, managing over 200 homes as a Property Manager, purchasing and selling four homes for a profit exceeding $500k as a Developer and leveraging over $90 million of city funding into $4.5 billion of commercial development as a Public Private Partnership Advisor for the City of Charlotte. What sets me apart is my hands-on experience in overcoming financial challenges. I understand the struggles of debt repayment and the thrill of reaching financial milestones. My unique journey equips me with the knowledge and empathy to guide others in their financial journey. I specialize in assisting individuals who have taken the first steps towards financial stability but are seeking expert advice to propel them further. Whether you’re looking to tackle debt, save for a home, or enhance your investment portfolio, I’m here to provide tailored guidance and support. If you’re ready to take control of your finances and achieve your money goals, I’m here to help you every step of the way. Let’s work together to turn your financial dreams into a reality!

Starting at

$22.25

for 15 minutes
Reviews

0

0 Reviews
coaching | budgeting | personal finance | financial literacy | money management | wealth building

Financial Therapy Researcher & Educator

r. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™ is an Assistant Professor at Kansas State University’s Department of Personal Financial Planning. She teaches courses at the undergraduate, graduate, and doctoral levels focused on financial well-being, financial therapy, and couple dynamics regarding finances. Dr. McCoy holds a B.A. in Psychology from The University of North Carolina and an M.A. in Marriage and Family Therapy from Drexel University. Dr. McCoy also attended the University of Georgia, where she earned a Ph.D. in Human Development and Family Science with an emphasis in Marriage and Family Therapy. She is a licensed Marriage and Family Therapist, an Accredited Financial Counselor®, and a Certified Financial Therapist-I™. During her doctoral program, she developed a specialization in financial therapy and client psychology. She had the opportunity to work with clients alongside financial planning students to treat clients’ financial well-being together. Observing and learning from financial planners’ work with clients enabled Dr. McCoy to gain more insights into the psychology of financial planning. She serves on the Financial Therapy Association's Board of Directors and was the past Associate editor of the Journal of Financial Therapy. She is currently co-editor for the Financial Planning Review. She was also a guest editor on a special issue on finances for Contemporary Family Therapy. Dr. McCoy’s research interests focus on financial therapy, financial well-being, and financial communication, as well as diversity, equity, and inclusion issues. She has published over forty articles in top-tier mental health, family science, financial counseling, and financial planning journals. This year, her research has won awards from the National Council of Family Relations and the Financial Therapy Association. Dr. McCoy has been awarded grants from the Financial Planning Association, the National Endowment for Financial Education, and FP Canada to continue research on how to integrate client psychology topics into financial planning to foster trust and commitment with clients. Dr. McCoy has also been featured as a financial well-being expert on the Today Show, NPR, BBC, the Wall Street Journal, and many other media outlets.

Starting at

$130

for 1 hour
Reviews

5

1 Review
psychology | financial wellbeing | financial therapy | couple dynamics | financial planning

Board Governance Consultant

I have served as a trustee of non-profit, independent school boards for the past 10 years. My work focuses on helping boards advance their school's mission by identifying ways to perform more effectively. With more than 30 years experience as a trial lawyer with a national law firm, I have deep experience in conflict resolution. My focus now is to help boards work effectively by identifying shared goals, understanding the board's defined role, and acting within that framework to support school leaders. I use my legal training and board experience to help board leaders succeed. All net proceeds are donated to 501(c)(3) qualified independent schools.

Starting at

$500

for 1 hour
Reviews

0

0 Reviews
nonprofit | trustee | trial lawyer | school's mission | independent school b…

Founder & Finance / Capital Raising Expert

Hey everyone! I'm the Founder & Managing Partner of Auxo Partners. Auxo is a premiere financial management, capital raising, financial modeling, accounting, and M&A advisor to leading VC-backed startups and private equity groups. Auxo was involved in $100M+ in VC financings in 2023, and I've advised on $2B+ in M&A / debt placement transactions over my career. I'm also a mentor in Techstars's Atlanta and New Orleans programs. A prominent VC Auxo works with told me last year that we're "in the top 5% of financial modeling talent he's seen in his career". Now about you - we can talk about careers in finance or investing, raising capital for your company, accounting and financial planning, board & investor relations, acquisitions, etc. As a founder myself I've also learned a lot about sales, email marketing, content, legal, etc. and am happy to chat through life as an entrepreneur or refer you on to others in my network (legal, marketing, sales, Auxo if it makes sense) as needed.

Starting at

$62.50

for 15 minutes
Reviews

0

0 Reviews
CFO | accounting | capital raising | venture capital | financial modeling | Mergers & Acquisitio…

Financial Empowerment Expert

Ashley Feinstein Gerstley is a personal finance expert, speaker, and the author of Financial Adulting and The 30-Day Money Cleanse. She founded The Fiscal Femme, a feminist money platform and has helped thousands of people feel financially confident, achieve major financial goals, and destress their relationships with money. She has appeared on or been quoted in The Financial Times, the TODAY Show, CNBC, Forbes, NBC, Glamour and the The New York Times. Ashley has worked in the financial services industry for over fifteen years: first as an investment banker, then in corporate finance, and most recently running The Fiscal Femme. She graduated with a bachelor's in finance from the Wharton School at the University of Pennsylvania.

Starting at

$130

for 1 hour
Reviews

5

1 Review
speaker | author | personal finance | financial expert | financial adulting | 30 day money cleanse

General Counsel Legal Services for Businesses Only

I focus on serving as an outside general counsel to companies in the marketing, tech, retail, utilities, and consulting space. I help my clients with their day-to-day legal needs. For example: • Drafting and negotiating key contracts • Marketing Compliance • Complex Technology transactions, marketing transactions, and IP transactions • Ensuring data privacy and data security compliance • Standard employment law compliance More! Schedule a free 15 min call to discuss: https://youradattorney.com/schedule-a-call/ Prior to starting my law firm, Your Ad Attorney, LLC, I was Senior Corporate Counsel at Mailchimp, a profitable tech company with millions of customers worldwide. At Mailchimp, I was the primary attorney who led legal matters for the partnerships department and marketing department. I was also the primary attorney over all major marketing initiatives and managed the company's trademark portfolio. Prior to joining Mailchimp, I was Senior Counsel, Retail at Southern Company Gas, the largest natural gas-only distribution company in the United States, with more than 150 years of history. I was one of two attorneys responsible for handling all legal matters of SouthStar Energy Services LLC d/b/a Georgia Natural Gas, one of the largest subsidiaries of Southern Company Gas. Prior to joining Southern Company Gas, I was a corporate transactional attorney at Morris, Manning & Martin (MMM) in Atlanta. My practice focused on M&A, securities regulation, finance, and corporate governance. Prior to joining MMM, I practiced corporate transactional law for almost two years at Rogers & Hardin. I graduated from Vanderbilt University Law School where I received Academic Excellence Awards in Comparative Law and Immigration Law & Policy. I also received the Lightfoot, Franklin & White Best Brief Award for writing the best brief in my legal writing class. I earned NCRC Mediator Certification while in law school and conducted several volunteer mediations. I attended the University of Georgia for my undergraduate degree in History while playing on UGA's varsity women's golf team. My team was ranked top five in the nation throughout most of my time at UGA. During my sophomore year at UGA, I became the youngest medalist of a NCAA Division I golf tournament when I tied for first place (no play-off) at the Ladies Puerto Rico Classic.

Starting at

$124.75

for 15 minutes
Reviews

0

0 Reviews
tech | retail | marketing | utilities | consulting | outside general coun…

Financial Solutions Specialist & Special Needs Advocate

I have 16 years of experience as a licensed professional in financial services in the areas of life insurance, long & short term savings, debt elimination, retirement, & business solutions. I have solid referral relationships in the legal arena for estate planning. As a father to a child with autism, I I am especially passionate about serving special needs families. I’ve served on the Autism Parents Advisory board of Children’s Hospital of LA, have served as an Ambassador of Autism Speaks, run a men’s support group called The Den for dads & caregivers of those with special needs & I am the co-creator & co-host of a weekly podcast called Just Two Dads.

Starting at

$18.75

for 15 minutes
Reviews

0

0 Reviews
life insurance | financial services | long term savings | short term savings | debt elimination