They weren't trying to sell me anything or act nice to get more of my private information. He gave me good advice and directed me to additional specialists that could help me with my specific issues.
May 2026
I have been working with my financial advisor and money coach, Lee Davis for over ten years and I cannot be happier with the results and financial advice and expertise that I have received so far. I have achieved great success with Lee Davis as he’s been very supportive and helpful in coaching and paving the path for me to become more confident in my finances and decision making. I was able to successfully complete my student loan forgiveness program with the department of education and that meant a huge boost to my financial independence and confidence.
May 2026
Through my work, I get 30 minute coach calls. This was “financial” but I wasn’t sure what to expect. I learned a lot in 30 minutes and took so many notes for next steps. She even gave us her suggestions of what to do Plus other coach Calls to schedule. Going to do a retirement one and one for school loans too.
They weren't trying to sell me anything or act nice to get more of my private information. He gave me good advice and directed me to additional specialists that could help me with my specific issues.
I have been working with my financial advisor and money coach, Lee Davis for over ten years and I cannot be happier with the results and financial advice and expertise that I have received so far. I have achieved great success with Lee Davis as he’s been very supportive and helpful in coaching and paving the path for me to become more confident in my finances and decision making. I was able to successfully complete my student loan forgiveness program with the department of education and that meant a huge boost to my financial independence and confidence.
Through my work, I get 30 minute coach calls. This was “financial” but I wasn’t sure what to expect. I learned a lot in 30 minutes and took so many notes for next steps. She even gave us her suggestions of what to do Plus other coach Calls to schedule. Going to do a retirement one and one for school loans too.