Allison V. Bishop
Financial Coach | Passionately Advocating for Financial Wellness
- Role
- Financial Coach at Allison V. Bishop, Cpa
- Location
- Portland, ME, US
- LinkedIn followers
- 500 followers
About Allison V. Bishop
I\'m Allison, financial coach extraordinaire. I started my business in 2015 after…
Experience
Financial Coach
Sep 2015 — Present · Portland, ME, US
Meet with individuals and couples to assess their financial situation. Discuss clients\' goals and values with them, and work together with them to come up with a plan to help them toward their goals. Topics covered with clients may cover paying down debt, building a great credit score, prioritizing savings goals, using debt wisely, assessing life insurance needs and managing cash flow. https://allisonbishop.com/Work with employers to create financial wellness programs for their employees, to improve employee productivity and retention. Provide on-going individual financial coaching within the wellness program.https://allisonbishop.com/ways-financial-coaching-can-help/financial-wellness
Education
William & Mary
Bachelor of Business Administration (BBA), Accounting
1993 — 1997
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