Values & Vision | New Trajectories

Core Values

New Trajectories operates under four core values.

#1

Coaching with Excellence

I strive to provide high-quality budget and financial coaching for all of my clients. Being an excellent coach also means establishing trust and demonstrating integrity in my interactions with others.

#2

Recognizing Each Person's Value

I believe all people have inherent dignity and are immeasurably valuable. As such, I aim to treat each client with kindness, respect, and compassion, regardless of their unique circumstances.

#3

Distilling Honesty and Hope

I aim to provide you with a clear picture of your day-to-day financial circumstances. You may not always like the the reality of your situation, but only in knowing the truth are you able to move ahead. To this end, I believe there is a way forward no matter the circumstance, and we can work together to find it.

#4

Embracing Stewardship

I believe all resources, financial or otherwise, come from the Lord and have been entrusted to each of us. As I help individuals and couples have greater clarity, control, and composure in their finances, they will naturally be positioned to serve others with the resources that have been entrusted to them.

My Vision

I want to set my clients, and the world around them, toward many positive "new trajectories" with potential to reach far beyond day-to-day personal money management.

Consider the following examples.

Many people don't know how to fund their dreams. Pursuing one's call in life may mean going back to college, starting a business, or contributing to organizations already doing good work. Learning to manage personal finances will position clients to be an asset in their communities as they pursue lifelong dreams and callings.

Many studies have connected personal financial difficulties with negative impacts on workplace productivity. With the peace of mind financial coaching can provide, I believe clients will be more focused at work, benefitting both the employee and the company.

Financial issues are a significant reason for divorce in America, and are also a reason many adults do not feel able to "tie the knot." With less stress around money, I believe many new marriages will be started and many tense marriages will be saved. I also believe financial improvements will enable marriage partners to better love and serve one another.

As couples and individuals learn to better manage their finances, I believe they will have greater mental clarity and less financial anxiety. It is my vision that this greater "headspace" will provide clients with increased personal capacity to focus on serving others, thus catalyzing them to be a better friend, family member, neighbor, and community member.

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