I'll Coach You To Financial Success
I'm Like A Personal Trainer For Your Money.
Passionate about sports and athletics, Kenza Mckerrihan grew up playing a variety of team sports. In college at the UT Austin, she participated in D1 rowing all four years, winning a national championship her senior year. Today she coaches high school varsity girl's rowing in San Diego. Clearly, working together as a team and working with and as a Coach is second-nature to Kenza.
Understanding how stressful finances can be for some, and wanting to coach her peers so they have access to financial knowledge at every stage of life were Kenza's motivation for getting started as a financial advisor. Today she works with young families and professionals to set up a comprehensive plan to achieve her client's financial goals. Education and accountability are key components in every client relationship she has.
Kenza's Coaching Options
Starting At
$200/month
one year contract $2,400
- Debt Management
- Customized Savings Plan Annual Action Plan
- Investment and Portfolio Reviews
- Major Life Event Planning
- Income Protection Planning
Starting At
$300/month
one year contract $3,600
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning
Starting At
$400/month
one year contract $4,800
- Customized Accumulation Strategies
- Coordination with CPA & Attorney
- Cash Flow Strategies
- Retirement Planning
- Legacy Planning
- Special Project Planning