Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

1476 Ben Sawyer Boulevard, Suite 3, Mount Pleasant, SC 29464

843.882.5336
dustin@dustinlaporte.com
Login

backup-Financial Coaching

Anissa B. LaPorte, MFC<sup>&#174;</sup>

Anissa B. LaPorte, MFC®

Master Financial Coach® 


Financial coaching is all about you and understanding your current situation to develop a custom plan to help you win with money. Whether you’re getting ready to retire and need help with budgeting or burdened by debt or just want to get on the same page with your spouse, Anissa is here to walk with you as you make real progress with your finances.

Anissa earned her Master Financial Coach® designation through Ramsey Solutions by completing their comprehensive training and mentoring program. Dave Ramsey is one of the most known and respected radio personalities in the financial field. 

*Not affiliated with Osaic Wealth, Inc.

Anissa helps you create goals and actually stick with them so you’re not just dreaming about financial peace—you’re living it. Her financial coaching is different from any other finance-related job. CPAs help you with your taxes. Financial advisors help you with investments. She works with you to create a start-to-finish plan for your money and help keep you stay on track. Our Certified Financial Planner™ professional will assist you in choosing investments and any complex planning needs.

So many financial planners fail their clients because they only create and charge for a plan. A plan means nothing if not followed.  As a former Registered Nurse, Anissa used to collect data on her patience to give to the doctor to make recommendations. Then she would follow up to make sure the patient followed through with the doctor’s recommendations.  This is very similar to what she does for our firm.

She often works with clients over several sessions—focusing on anything from fine-tuning your budget to discovering your long-term goals to working through a real financial crisis to making sure you are on track. No matter the situation, she is here to assist you in overcoming the challenges that hold you back in your finances.

Coaching is meant to put money back in your pocket, not take it out. It’s the best way to help you develop the right money habits and put an end to your money problems. During your first consultation, she will ask questions to get to know you—your goals, your dreams, your past, your pain points, etc. This first consultation is free; Afterwards, $75 per hour secession.  

She has been trained to work with all walks of life and all ranges of income. Whatever you’re going through, it’s okay. she is here to help to provide hope and clarity.