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Who We Are
Making & Meeting Goals
Building Strong Futures
Building Strong Futures
- Are you tired of living paycheck to paycheck?
- Frustrated your debt doesn’t seem to be decreasing & your savings aren’t increasing although you make a good stream of income?
- You’re ambitious and driven and want MORE in life but you feel like you tell yourself you’re happy but really you know you’re just settling because of money
- Feeling stressed leading up to vacations because you’ve put it on your credit card and feel that guilt hanging over your shoulder until it’s paid off--leaving you not able to fully enjoy the beach
- You feel more stressed about money than your partner and deep down you don’t feel really heard because “we make good money”
- You get frustrated because you want to do more with your money but end up overspending and feeling guilty
- You tell yourself you deserve the purchase so then you buy it and feel bad about it because you’re not getting the results you wan
Building Strong Futures
Building Strong Futures
Building Strong Futures
What does financial peace of mind look like for you? How good would it feel to know that all of your financial goals are on track?
Financial coaching is all about you. It’s about understanding your current situation and developing a custom plan to help you win with money. Whether you’re burdened by debt, need help with big money goals, or just want to get on the same page with your spouse, a trained coach will walk with you as you make real progress with your finances.
At Patillo Enterprises LLC, your personal CERTIFIED FINANCIAL PLANNER™ is the partner you need to make every aspect of your financial life work for you. You'll have someone keeping you on track to reach your goals, supporting you in your financial decisions, and giving you the insights you need to make the money moves that are best for you.
Financial Literacy
Building Strong Futures
Financial Literacy
Financial literacy is a set of knowledge and skills necessary for people to financially secure themselves and make sound financial decisions. Financial literacy isn’t something that is taught in the schooling system but more so rooted in the family dynamic of each individual person. Human beings make decisions based off what they were taught. If taught poor money management skills, then its more than likely a person will follow the same path unless taught otherwise. Financially literate citizens are well versed in issues of money and prices, and are able to manage their personal budget responsibly. Finances are an important part of everyday life and financial literacy is the best way to prevent over-indebtedness of citizens.
Introducing The Owner
Meet Me
Tiana Patillo is a CFP professional who is dedicated to teaching individuals the importance of financial literacy. Tiana has worked in the financial industry for over 10 years, and currently manages financial advisors. Tiana graduated from Bloomsburg University in 2009 where she earned her B.A. in Political Science. With a devotion to business leadership, Tiana obtained her Masters’ of Business Administration in Management from Eastern University. Committed to a life of helping others, she is a member of the non-profit organization We DREAM and a member of Sigma Gamma Rho Sorority, Inc.. Tiana is a resident of Philadelphia with her daughter. In her free time, she enjoys doing community service, traveling, and being highly engaged in all her daughters’ extracurricular activities. Tiana motto is “success isn’t given, its earned”. In order to be successful, you always have to put your best foot forward. We appreciate things much more when we work hard for it!
More Insight About The Company
Primary Goals
Implementation of Primary Goals
Implementation of Primary Goals
- Provide financial literacy coaching to educate minority youth and their parents surrounding financial literacy.
- Build awareness surrounding spending habits
- Explore emotions and behaviors surrounding finances
- Provide insight surrounding the basics of financial literacy
- Financial Literacy Coaching: A financial literacy coach focuses on education surrounding personal money management, empowers clients to take responsibility for their decisions, supports their continual learning and growth, and serves as an accountability partner to a client driven spending plan.
Implementation of Primary Goals
Implementation of Primary Goals
Implementation of Primary Goals
- Building Awareness of Spending Habits
- The financial literacy coach will provide insight surrounding spending habits and help create or revamp a budget
- Initial tasks include: Helping the client discover how much income is being generated, how much money is going out, and determine where it is going.
- Focus on the Dream Lifestyle
- Opportunities for clients to explore and define the life they want to live—not just in retirement, but now!
- Teaching the client that money is a tool to work for them.
- The coach will encourage clients to determine what they really want out of life, challenging each client to think about how they will make it happen for themselves today, not years from now.
- Explore Emotions & Behaviors/ Addressing Tough Financial Problems
- Work with client to eliminate erratic and irrational decisions with money
- Focusing on Long Term Goals and not Short Term Goals
- The coach will help clients identify their stories/patterns of behavior, and get them to understand that it’s habitually their own beliefs about money that are at the root of their spending issues. This means taking a hard look at personal values, fears around money, and desires for life.
- Develop a Spending Plan and Budgeting System
- Coaching focused on reducing expenses and increasing income that actually works for the individual client.
- It’s important to know what tools work with what personality type and approach.
- The coach will provide guidance on managing debt and help the client create a plan to pay it down.
- Support and Follow-Up
- The coach will provide ongoing engagement, emotional support, clarifications, accountability partner, etc.
- Financial Literacy Insight
- Provide general insight/ research to make sound decisions.
- This will be done by providing clients with debt templates, budget templates, worksheets to assist clients with their journey, various financial planning topics (paying down debt, insurance, education savings, retirement planning, estate planning, and tax planning).
- Workshop
- Organizations can hire the coach to promote financial literacy to staff and clients.
- Workshops will be formulated to engage individuals in the above-mentioned goals
- Podcast
- The coach will provide general tips and tricks for budgeting and saving through the Dollars in Doses Podcast.
*** Please note that advice will not be provided in any fashion. All insight shared within web page or within client meetings will be educational purposes only.***