Services Offered
Budgeting
Goal Setting
Accountability
You work hard for your money.
Do you wonder where it all went?
Budgeting is rewarding, not restricting. When you have someone to walk you through creating, maintaining, and sticking to it, you start to realize how easy it is to control your money.
Failure to plan is planning to fail. Have a goal that keeps you going.
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Want to get out of debt? Want to have a healthy savings account? Want to start investing?
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Figure out the systems to put in place for your success; now and tomorrow.
When you work with an accountability partner, you are more than 85% more likely to succeed.
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Get the extra push you need to stay on track and crush those goals.
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Learn the habits that help you keep accountable to the process and to yourself.
Client Success
Negotiated $153,500 in annual pay increases.
Paid off over $189,000 in debt!
Lives are being CHANGED
TESTIMONIALS
Joseph O’Shea has a passionate, natural calling for financial figures and guidance. He showed me a quick, reliable and lucid way to look at my finances and handle them responsibly. My results from working with him include: debt reduction, capital increase and newly found habits I use to this day.
TYLER WHITEMAN / Actor / MBA Candidate at WashU
Joseph’s budgeting advice helped us see where we needed to cut down on our spending. His template helped keep us organized and was simple to use. We were then able to start saving money and create an emergency fund.
ADINA DILMOHAMED / M.D. Pediatric Resident
Before I met Joseph I was an absolute wreck with my finances. I was an actor trying to live off of that title without any stability. I had a little over $30,000 of debt from student loans, credit cards, and medical debt that was draining my accounts when I had hardly any income to pay them down.
When Joseph sat down with me, at first I was resistant to his suggestions. But as I worked with him and matured in financial literacy, I realized I had habits that were making my journey so much more difficult and that it wasn’t the debt that was destroying me, it was the little things I was doing every single day that seemed so inconsequential but were compounding and crippling my finances.
After 2 years of actively working on my financial journey with Joseph and applying everything, I have paid off $21,530 of debt and will be debt free in 7 months, and have a savings account that can cover me for six months or more if anything happened to my income.
Words will never fully say the amount of gratitude and excitement I have. I am living my life without compromising building my future and I know this never would have happened had I not taken that step and reached out to Joseph.
MATT STAIRS / Founder at Stairsteps / Actor, Vocal & Swim Coach
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Joseph is absolutely wonderful to work with! He explains budgeting and finances in a way that someone without that knowledge and experience can understand. He goes above and beyond in providing you the support and tools you need to achieve your financial goals! He also helped me discover that my values were reflected in how I spent my money, and that taking a deeper look into that could also change how I spend and invest, and lead to my financial success. I was able to cut thousands from my debt as a result! I highly recommend Joseph as a finance coach!
KAYLA BAILEY / Voice Instructor / Music Director
Joseph O’Shea has been so amazing to work with! He sat me down during my college experience to help me get a head start on what my funds would look like after graduation and what I could do to ensure that I was in a good place. He then sat down with me closer to the time that I graduated to have a more in depth look at how exactly things would, and have, ended up working out for me. He broke things down in a way that made everything really easy to understand. We talked about everything from how much rent would be to allocating money for restaurants and coffee on a weekly basis. I feel so much more confident in my financial future and decisions knowing that Joseph is in my corner.
SARAH ROHDE / Museum Ambassador