Financially
Smart Couple

Helping couples achieve financial independence.

Making good financial decisions just got easier.

Working with a financial coach will save you time and money.

Here are a few ways we can help.

Retirement

Make sure you’re using the right accounts and saving enough for retirement. Understand the costs and fees associated with the accounts you have.

Insurance

Confused over life insurance? Paying too much for auto insurance? Determine the right type of coverage and the right amount of coverage you need. 

Employee Benefits

Does your employer offer financial benefits? Fully leverage your employee benefits to achieve you financial goals. 

Building Wealth

You can build wealth regardless of your income level. Learn how to maximize your current income to build wealth the right way. 

Cash Flow

Are you spending a high percentage of your total income each month? Let’s create a cash flow plan that will empower you to achieve your financial goals. 

Home Ownership

Many people view home ownership as a financial investment. Understanding the real costs of home ownership can save you thousands of dollars. 

Frequently Asked Questions


Making decisions about your money doesn’t have to be stressful or overwhelming.

Make sure you understand the pros and cons of a financial product or plan before moving forward. 

Here are some financial questions people frequently ask when making financial decisions. 

People have different ideas about debt. Many people aspire to live debt-free.

If you’re concerned about debt, let’s talk. 

How much should you save for retirement depends on the lifestyle you want to have when you are no longer working.

Many people underestimate the cost of living in retirement. 

Life insurance is a unique financial tool. 

Most people can benefit from having life insurance, but it’s important to understand how it fits into your overall financial portfolio. 

Purchasing a home or car can be a costly financial decision. 

Many people assume ownership is best, but that’s not always the case.

Don't go through life wondering about your financial
future.

Hi, I'm Neil Westbrook! My family and I live in Cary, North Carolina with our hound dog, Hank.

As a financial coach, I help individuals and couples understand their personal finances and make smarter financial decisions.

Whether you're unclear about a financial product or you want to make sure you're saving enough for retirement, I'm here to help you achieve your financial goals.

Unlike other financial professionals, I do not sell financial products or investment securities. This allows me to research and compare all of your options so you can make the best decision.


Contact me to schedule a complimentary call to determine if financial coaching would benefit you.
Neil Westbrook
Financial Coach

Services

Financial Consultation

Need help navigating a financial decision or understanding a financial product? 

Before you make a decision, let’s review all of your options so you can choose what’s best for you. 

Financial Assessment

A financial assessment provides a clear  snapshot of where you stand financially. 

It will help you identify your monthly cash flow, net worth, debt-to-income ratio and other key financial indicators. 

Financial Planning

Creating a financial plan doesn’t have to be complicated or costly. 

Let’s review your financial goals and create a plan that will help you achieve them. 

How It Works

Step One

Are you unclear about a financial product or need help making a financial decision?  

Let’s clarify your financial needs and goals to determine best options for you. 

Step Two

Navigating financial products and services such as life insurance or retirement plans can be confusing and overwhelming. 

Let’s assess your financial needs and goals so you can make the best financial decision. 

Step Three

Are you on the path to financial independence? Do you have a good income, but don’t feel like you’re making progress? 

Let’s review your financial plan to ensure you will reach your financial goals. 

Contact me

Contact me to schedule a complimentary 15 minute call.