What is the difference between a financial advisor and a financial coach?

A financial advisor is going to focus on your money's behavior. A financial coach is going to focus on your behavior with money.
An advisor manages assets and makes complex financial decisions for you, investment management, provides regulated advice & services for long-term, complex financial planning, such as investments, retirement, and estate planning. They recommend stocks, funds or products. 

A coach provides education on the general concepts of investing and empower clients to make their own decisions when they get there, or to seek the advise of an advisor when they are ready. Focuses on building foundational money management skills and healthy financial habits, educating, empowering & building better habits to help you with goals like budgeting, debt management and our favorite, wealth building.

Why do I need a financial coach?

You may need a financial coach if you want to take control of your finances, change your money habits, or build confidence in managing your money. A financial coach helps you build strong financial habits, gain clarity on your money, and stay accountable to your goals, often focusing on budgeting, saving, and debt management. A coach provides education and tools so you can make confident, informed decisions yourself. Especially if you have tried to do any or all of these on your own before & not had success, I would love to partner with you to help you begin to reach your goals. 

How do I schedule an appointment?

You can use the Schedule Online tool to schedule an appoint with me. You may also call/text (214) 392-3669 or send an email LynnMLozano@gmail.com

I do stay busy, please know that when you call/text or email, I will typically respond in less than 24 hours in most cases.

What are your fees?

For Financial Coach services the 45 minute consultation is free. All other fees will be discussed based on your situation near the end of your consultation. No money or commitment are required the day of the consultation.

For Notary services the state fee is $10 for the first signature on a document, $1 for each additional signature on the same document for a standard notarial act. Printing fee- $1 per page. Travel fee- $8 for the 1st 10 miles & $1 per additional mile.

For Loan Signing fees, please contact me to discuss the details. (location, day/time and size of the loan packet)

I need a Notary right now, but your hours don't start till this evening?

Daytime notarizations (outside my business hours) can be scheduled by phone if you want to come to me. I am in different cities depending on the day of the week. My business hours are the hours that I will travel to you. However, if you need a daytime notarization, you can come to me and also avoid travel fees. Please contact me for daytime notarizations and exact address on the day you are looking for.