Patti Fagan Financial & Insurance Services



2100 Garden Road, Suite C307
Monterey, CA 93940


(831) 641-7127


(408) 317-1865

Financial Coaching for Women

Eighty to 90% of all women will be solely responsible for their finances at some point in their lives.

~Nat'l Center for Women & Retirement Research

Financial coaching helps women make smart decisions.

I help women in or nearing retirement and divorcing women with thier financial decisions by integrating a blend of feminine and practical strategies, which the financial industry doesn't teach. The result is financial peace of mind and feeling confident about money decisions.


As an award-winning Financial Coach, I provide unbiased guidance because I don't sell investments. If you're looking for a place to invest, I can refer you to several competent advisors in the community. Working with me will prepare you for working with an investment advisor. 


“You will never be powerful in life until you are powerful with your own money.”

–Suze Orman



To learn more about how financial coaching can help you reach your goals, request your complimentary session with Patti today. Submit your request HERE.


“My coaching sessions with Patti were like tea-time with a wise friend. I felt supported and encouraged through the entire money coaching process. One important skill that I acquired is the ability to identify my irrational money fears when they arise so that I can move past them and make excellent decisions with my money. Because of coaching with Patti, I found myself confidently making money decisions that I had been putting off for years (literally years!). I was able to release my fears and look at my money in a different way. If you’re considering money coaching with Patti, just know that you have to be willing to do the work but the results will be profound.” 
Raquel Molina, Management Analyst, Writer


Visit my financial coaching website where I blog about Women, Money and Retirement:



Phone: (831) 641-7127

FAX: (403) 317-1865