The Big Idea
My name is Ben Platt, and I'm a financial coach. In a world of planners, analysts, brokers, and a dozen other financial titles, it is hard to know what a financial coach does. Basically, I want to help you take control of your financial situation. I'll put you on a path that will help you build behaviors that will lead to success, so you won't have to cringe every time you open your wallet. After all, finance is 20% knowledge and 80% behavior.
Like any coach, my job is to equip you with the information, tools, and skills you need in order to play the best game you can. I can't play the game for you. You have to take control of your performance and be the change that you want to see. Sometimes, implementing the necessary changes in order to up our game can be painful. I'm here to minimize that pain and direct your focus to the right areas for improvement.
Who I Work With
I'm ready and excited to help anyone who is prepared to implement some positive changes in their financial lives. When I imagine myself with an ideal client, I visualize a jaded Gen-Z or Millennial who feels that, because of frustrating systematic barriers, there's no way for them to break out of poverty, own a home, or stop living paycheck to paycheck. I can relate to that kind of mentality! Despite the struggle, I know that there's a way to help you do exactly that. Let's work together--no matter who you are--to make it a reality.
About Myself
When I was 15 years old, my dad got me started in Financial Peace University, a financial literacy course offered by Dave Ramsey. I didn't know it at the time, but that course would shape the course of my life. I had worked for a couple of years at that point and had a few financial goals already set for myself. Once I got myself on a basic budget, I started seeing results. That budget gave me the foresight and skills that I used to in my early adulthood to live abroad, get married, and finish college DEBT FREE! Since then, something inside me is still on fire from that first financial literacy class that I took. After I graduated with my degree in Business Finance, I certified through the Financial Coach Master Training program, and started networking with other financial coaches to learn more. Now, I've been able to help individuals and couples improve their financial health, beginning with those same principles of basic budgeting. Once you get started, I'm confident that my simple step-by-step program can change your life too.