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 easy.

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 for us, but a few months later and we talk about money for fun!

Madeleine F.

We were buried in credit card debt with no way out. Jon helped us see the issues, fix them, and now we're paying them off faster than ever!

Book Your FREE 15-min Consultation Session Here

Finally feel in control of your money - without strict budgets.

Does this sounds familiar?

Feeling behind, or just lost!

You think you know where you should be, and you're just not even close, or you don't even know.

Where's it all go?

You make good money, but don't know where it's all going (and no, it's not under the couch).

Always another expense!

You want to save and invest more, but there's always something coming up.

Can't stop the fighting...

You and your spouse are on two completely different pages, or worse, two different books!

Let's transform your finances!

If money feels like this...

Stress about bills and other expenses
Savings happens inconsistently, if at all
Financial decisions feel reactive
Debt never seems to go down or away
No clear financial plan
Money conversations with your partner are stressful

Imagine it feeling like this!

Setup to know bills are paid without looking
Saving and investing happen automatically
You make financial decisions confidently
You how a payoff plan, and know you'll get there
Have a clear plan that you built
Money conversations are calm and productive

My approach: Values-Based Spending

Individual People Deserve Individual Plans

Most financial advice focuses on cutting expenses.

I focus on aligning your spending with what matters most to you!

Everyone is unique, 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 I work with you to build a plan so you can:

Enjoy your money stress free
Save, invest, pay off debt consistently
Build long-term wealth

Free Consult Call

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About

Want to know how we do it?

It's a proven process, built for everyone

Step 1: Clarity

Dive into your financial position and spending.

Step 2: Values

Determine what's important and what the future looks like.

Step 3: Plan

Step 4: Automate

Create a spending plan you'll love.

Get to your goals without the work.

You don't need to love Excel and be a math expert. Using this process, I have helped people

pay off over $200k in debt, and invest over $250k in the last two years alone...

not to mention the couples who are FINALLY on the same team, and no longer fight about money!

About

Still have doubts or questions?

Check out the videos below to hear directly from me

The first call... (NEED VIDEO HERE)

What is a finance coach anyways?!

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!

Free Consult Call

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

Google Play Store