I help people live their dreams!
Struggling to save, reach your goals, or just make sense of your money? I use a proven system that will straighten out your finances, and get you living the life you dreamed of sooner than you think!
My Approach
Individual People Deserve Individual Plans
Everyone is unique, and so are everyone's priorities. This is where the static rules and generic advice fall short.
Instead, I work with you to determine what makes sense based on your life. What are your goals, and how can you achieve them without sacrificing everything?
That's why my approach is to work with you to build a plan that's just right for you!
Lauryn S.
Jon made handling money so much easier than it's ever been! He took his time to understand my personal situation and my goals. He made what I thought was impossible feel very doable.
Eric D.
Jon worked with my wife and I, and took us from feeling lost and stuck to in control and making progress in no time!
Stephanie P.
I HATE dealing with money... Working with Jon was a big step, but a few months later and we talk about money for fun!
Madeleine F.
Money was our number one fight. Jon fixed our finances, and then changed the way we talk about money... we don't fight about it anymore!
Why Financial Coaching?
Built around what you need, and designed to get you results
First
Stabilize your Spending
How nice would it be to not stress about your money, and know exactly how much you have spend on whatever you want without worry? Well that's the first thing we accomplish!
Plan for Your Dreams
Second
What are your dreams? For some it's a vacation, retiring early, or simply making it through the holidays without using a credit card. Whatever they are, we build a plan so you can start living them ASAP!
Third
Give Every Dollar a Purpose
If you're saving just to save then you'll spend just to spend. This makes people unsuccessful at saving long term. That's why the second thing you accomplish is setting yourself up for long term success!
Fourth
Talking about Money
Imagine sitting down with your spouse, family, or friends and talking about money like you were winning a game (high fives and all). How great would that be?
We work to make money a positive and fun conversation.
Living Your Dreams
Achieving Your Goals
Living your dreams is likely a LOT closer than you think. The problem is all the noise that keeps us from seeing how to get there.
That's where I come in. I help you see the bigger picture, we design a plan just for YOU, and then we work through the bumps in the road to make it happen!
About me
Hi! I'm Jonathan Francetic, your Financial Coach
I grew up scuba diving in Florida, and then spent a few years in the infantry in the Army as a way to pay for college. Then I moved up to Boston where I would get my undergrad degree, and a Masters in Finance. Somewhere in there I also managed to get an MBA in beautiful Australia. In the course of all of this, I have traveled to 15 or so countries, learned the metric system, some French, and checked a lot of things off my bucket list!
Now I'm married with three step-children, and like all outnumbered parents, we are always trying to figure out how to be in all of the places at once! Along the way we still make time to travel, hike, camp, ski, and all of the other fun things we can fit in.
In taking on this venture, I completed the Financial Coach Academy. It's the industry’s leading financial coach training program, it's like an MBA for financial coaches. I'm excited to add this to my repertoire, and use it to help people achieve their dreams (and check off their bucket lists too)!
I firmly believe the world has a lot to offer, life is meant to be LIVED, and you just have to figure out how to mix the two... and pay for it!
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