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Dan Ockey Financial Coaching | Monroe, NC

  • Total Hires: 17 times
  • Service Area: Monroe, NC
  • Team Size: 2 employees
  • Business Duration: 7 years
Dan Ockey Financial Coaching

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • Credit Card
  • PayPal
  • Stripe
  • Venmo

Services Offered

Service type

  • General financial planning
  • Retirement planning
  • College planning
  • Home purchase
  • Life insurance review
  • Investment review
  • Tax planning
  • Trusts or estate planning
  • Annuities
  • Mutual funds

Work location

  • My customers travel to me
  • I travel to my customers
  • I work remotely (phone or internet)

About

Hey there! ?

I've coached 1000+ clients on their personal finances.

I am a Budgeting/Personal Finance Coach.

I focus on helping couples achieve financial peace:

-Debt Freedom

-6 Month Emergency Fund

-Investing 15%

-Buying their first real estate property/home

-Setting up, implementing, and using a money system that works

-Accountability

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Daniel Ockey
    • Completed on 7/6/2022

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