Testimonials
I am a 25-year-old male who had no idea how to manage my funds. I was always living one paycheck after another and didn’t know how to get out of debt. Right Path has sat down with me and went over all my finances. I was taught how to be aware of my spending activities. Rick was very patient with me and I would definitely recommend him and Right Path’s services to any of my friends and family!
My husband and I had gotten to a place where we were barely living paycheck to paycheck and only with the regular help of credit cards. We couldn’t even think about putting anything into savings. We kept thinking we were doing everything we could, but still felt like we were doing something wrong and just couldn’t figure it out. I had always assumed that financial counseling was only for people with money and was really reluctant to seek help because I was afraid someone who knew more about money than I did would judge me. Rick met with me and did a deep dive into our financial life. He was incredibly empathetic and asked a ton of non-judgmental questions to understand what we had been doing and what was/wasn’t working for us. He really stressed that we needed to be paying ourselves first, but acknowledged that we had pared our expenses down as far as reasonably possible and still couldn’t make ends meet let alone put anything into savings. In the end, he told me what I think I had known already, but was scared to admit to myself–we had to either cut some important expense (like selling a car or canceling internet service) or find a way to bring in some more income.
I’m a 49-year-old who was just getting back on my feet after some devastating medical issues. From our first meeting, Rick began to establish short-term goals for me to attain so that I wouldn’t get frustrated with what could end up being a long process of financial recovery. After a few months, I could see how these short-term goals were getting me closer to achieving my overall plan of monetary independence. Today, I’m living my best life and am on the fast track to my ultimate goal, home ownership. Rick has always been courteous and professional. His guidance has made what seemed like an impossibility a year ago a reality today. I continue to work with Rick when any situation arises that will affect my economic well-being and would recommend him to anyone looking to achieve success in all aspects of their financial life.
I was so happy to see the budget work that Rick was able to provide to a woman that I was coaching. Rick did an amazing job explaining all the ins and outs of budgeting and providing easy to implement budget spreadsheets. I highly recommend Rick if you are looking to have a better plan for your future. It is worth your time and investment!
We are excited to get our financial life sorted so we can enjoy all the things life has to offer.
Thank you again for everything. You provide such an important service and we are so happy to have found you. I imagine many others feel the same.
Rick Zwelling has truly helped to open my eyes to how I was spending and where my money was going. With over 30 years of experience, he truly understands money and the different ways to grow it and save it. He started with my financial goals and then mapped out a plan with me on how to achieve what I wanted. In just a year, I started out with $0 in my savings and now have over $3,000 because he has been patient but also a great teacher in helping me learn how to budget and teaching me all the financial jargon. He also stays on top of me about my spending habits and is quick to call me out when I’m not saving like I’m supposed to. It seems like it is daunting and horrific when you first make the choice to budget but in the long run, choosing Rick and Right Path Financial Coaching will definitely make it an exciting and beautiful learning experience.