Monroe

Shimon Levy

Grounded

Patient, practical, and supportive. That’s the approach I bring to every financial coaching session. Having seen how much stress and pressure money challenges can create, I believe everyone deserves to feel in control of their finances. Budgeting isn’t just about numbers; it’s about living with more peace of mind and freedom. Guiding clients step by step is something I truly enjoy, as it helps them build confidence and reach their goals.

In addition to coaching, I work in bookkeeping, which gives me a strong sense of structure and attention to detail that I bring into every session. Outside of work, I love spending time in nature and with my family – reminders that money is ultimately just a tool to support the life we want to live.

Location: Monroe, Blooming Grove

Availability: Sundays, and once a week at night

Location
Monroe, Blooming Grove
Availability
Sundays, and once a week at night
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