Allison V. Bishop
Financial Coach @Allison V. Bishop, Cpa
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WORK HISTORY
Financial Coach @Allison V. Bishop, Cpa
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
ABOUT ALLISON V. BISHOP
I\'m Allison, financial coach extraordinaire. I started my business in 2015 after…
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