Caroleen Verly

NAME:
Caroleen Verly

FIRM:
Untangle Your Money, LLC

CERTIFICATIONS & PRACTICE TYPES
Money Coach

WEBSITE
www.untangleyourmoney.com


PRACTICE OVERVIEW

My approach is to be encouraging, compassionate, and caring to my clients. I provide shame-free and judgement-free support without financial jargon. I am confident that managing your money wisely is a skill that you can and will learn. Our meetings are a safe space where I will meet you where you are. Don’t feel worried or ashamed when reaching out for support from me; I am here to help you move forward.

ABOUT THIS PRACTICE

Helping others take control of their finances is my way to save the world, one dollar at a time. If I can help you reduce the stress of money, you can devote more of your time and energy to what you love and do best.

HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS

I use Tiller with all my coaching clients to help them better understand their historical income and expenses, as well as to keep track going forward. I have built my own custom visualizations and reports that integrate into Tiller’s Foundation Template to build on the basic Tiller package. I work together with clients over Zoom to set up their custom Tiller account, and we work together to connect their accounts, pull in 1-2 years of historical data, and get them up and running.


CONTACT
Email: caroleen@untangleyourmoney.com

4.8 star rating - September 2024

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