Coaching Client Wins

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!

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!

Book Your FREE 15-min Consultation Session Here

A personal approach to your money

What individual/couple coaching looks like

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!

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About

Why Financial Coaching?

Built around what you need, and designed to get you results

Goals I Help People Accomplish

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've had nothing, if not a crazy past! 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. After that, I went back to school for an MBA in Australia and a masters in finance in Boston. 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've been working in finance and banking for more than a decade and am married with three step-children... and like all outnumbered parents, we are always trying to figure out how to be everywhere all at once!

What all of these experiences have taught me is that no two people are the same, and their financial plans shouldn't be either.

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. So let me help you do just that!

Email Me

Looking for a self-service option?
Check out the courses available
on my app ValuFi!

Each course is designed to teach you skills that help you build wealth and accomplish your financial goals.

My most recent release is a course designed to help you take control of your credit cards like never before. It's called Credit Card Mastery, comes with all of the below, and you can take advantage of my

Pre-Launch sale and get 80% off of what you'll pay after it goes live!

Weekly Q&A Calls and a Community

The bread and butter of good long-term financial management is learning and motivating. Sounds too simple? Trust me, when the road gets tough this group will keep you focused - and that's how you really win with money!

All the Worksheets & Templates

In all my courses you get full access to all of the material I use with my 1:1 coaching clients. If you're not a math person, good! These are designed for you, and to keep you on track and making progress faster than ever before!

Lifetime Discount

Available in the ValuFi app so you can learn on the go. With the pre-launch sale you'll have access to the course and all future courses at lifetime discounted rate that will never be offered again!

Credit Card Mastery

Check out the ValuFi app

Apple App Store

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