Dana Kobrin
Mental-Health Advocate
DMK Financial Coaching
DMK Financial Coaching using the principles of Financial Social to help individuals understand their spending patterns, savings goals, and internal process when saving money. My rates are affordable and charged using a sliding fee scale, which means after intake I will charge a percentage that you can afford from your income that way you can get assistance and not worry about breaking the bank.
I have experience working as a therapist helping individuals process their emotions,and currently work as a medical case manager currently helping individuals budget for medical/personal experiences I am also certified as a financial social worker through the Center for Financial Social Work which included training on budgeting, spending, investments, processing financial trauma, and more.
1
Financial Goals
Whether your goals are short-term or long-term, I will assist you in creating steps to achieve them. For example, if your goal is to have 1,000 dollars in emergency savings, I will help you look at you budget to see your expenses, income, and where you can save in between.
2
Student Loans
Whether you are currently in school or have been out for a while, I can help you take a closer look at your loan payments. I can look at your payment plan, see if you qualify for PSLF or other loan forgiveness programs, and see how that fits into your regular budget without creating major stress.
3
Spending Tips
Every person, including myself, has spending triggers. I can help you identify what emotional attachments you have to spending, and see how that is affecting your expenses and income. Then we can work on coping steps to reduce your spending and emotional attachments. I am happy to look at the financial side of things and for more support and provide behavioral health referrals to explore the trauma aspect
4
Life Changes and your Finances
Maybe you are thinking about changing jobs, or going back to school, or getting married, or having a child. All life changes comes with financial changes, and I will help you examine these to see how these situations affect your income, spending, and short- long-term goal. I can also provide referrals to tax help/accountants and retirement advisors as needed.
Get in Touch
Email me at kobrin.dana@gmail.com for questions and to set up an intake.