About Us.
My Personal Finance Coach was founded by David Lam with the simple goal of teaching people to manage money properly so families stop worrying about a lack of money and start winning the money game.
We Believe Money Should Help You Fund Your Dreams, Not Be The Thing Holding You Back
David was inspired to start financial coaching in 2000 after noticing a significant gap in the services available. Most financial services companies only care about you as far as they can sell you products like investments, bank accounts, credit cards, loans and insurance policies. They also want to give you technology and apps to solve your financial problems; however, something we know at My Personal Finance Coach is that money is personal and people aren’t algorithms.
My Personal Finance Coach is a 1 on 1 in-person service that actually cares and guides clients toward achieving their financial goals. We are independent and do not sell financial products or sell financial advice.
As a banker and mortgage broker, David was constantly asked by people how to pay off loans faster and how to be debt free sooner. He also noticed that lots of people kept repeating the same mistakes and kept racking new debts after they had paid off their initial debts and they continued to overspend.
As a financial consultant and wealth creation strategist David worked mainly with clients with a net worth of $250,000 or more. Realizing that most people wanting financial help have far less to invest or other financial commitments and priorities, he sought to fill that gap by providing financial literacy training and money management services for everyday people.
My Personal Finance Coach will help you design a customized action plan to work toward achieving whatever financial goals matter most to you and then check in with you along the way to help you stay on track and make adjustments as needed.
Contact Us
Your opinions are important to us. Whether it is a simple question or a valuable suggestion, we are here 24/7. You can call us by phone or email us directly.