Patti Fagan Financial Coaching

2100 Garden Road, Suite 103
Monterey, CA 93940
  • (831) 641-7127
  • (408) 317-1865

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Patti Fagan, Award-Winning Financial Coach

Helping women create a financially secure future.

Women face unique financial challenges in retirement that men do not. After working with hundreds of women in the area of their finances, I have found that the best way to overcome our bag lady fears is to create a plan for a safe and secure retirement.

I do that by helping women implement custom strategies that  provide guaranteed income for life, for instance, regardless of your income level.


My primary goal is to help you reduce the risk of running out of money in retirement.


Long term care is a woman's issue:

Studies indicate that healthcare will be the biggest expenditure in retirement., especially for women. I can help you secure the best long term care coverage possible, so you can reduce the risk of running out of money in retirement.


Why work with Me?

After a huge financial crisis, I learned the hard way that financial empowerment for women must come from within.

Ladies, we must seize our financial wellbeing with all the fervor we can muster up. We must embrace an unshakable determination to take control of our financial lives.

We must tell ourselves that we are capable of financial empowerment. We must not let outdated notions of gender and money hinder our personal goals for financial success.

My aim is to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

I look forward to serving you in the best way possible, now and throughout retirement!


Visit my money coaching website where I blog about Women, Money and Retirement: MontereyMoneyCoach.com



Phone: (831) 641-7127

FAX: (403) 317-1865

Email: patti@pattifagan.com