Raj Patel
Aligning your finances with your life goals
Services & Offerings
Free Discovery Call
A free 15-minute call to understand your financial situation and goals.
60-Minute Financial Coaching Session
Personalized session on budgeting, debt elimination, investing basics, or financial goal planning.
Debt-Free Blueprint
A 4-session program to create your personalized debt payoff plan and build sustainable financial habits.
Budgeting Starter Kit
Downloadable spreadsheets and step-by-step guide to set up your first budget in under an hour.
About
Raj Patel is a financial coach and former wealth manager who helps individuals and families develop a healthier relationship with money. After 15 years in the financial services industry, Raj realized that most people don't need more financial products -- they need better financial habits and mindsets. He became a certified financial coach to bridge the gap between financial planning and behavioral change. Raj specializes in helping clients eliminate debt, build emergency funds, plan for major life transitions, and align their spending with their values. He takes a holistic approach that addresses both the practical and emotional aspects of personal finance.
Certifications
- Certified Financial Coach (CFC)
- Ramsey Solutions Master Financial Coach
- ICF ACC
Client Reviews
Send a Message
Have a question? Send Raj Patel a message and they'll get back to you via email.