A Better Financial Situation
West Lakefield is here to help you with your personal budgeting needs because a better financial situation is less than a year away.
An innovative and modern approach to growing your savings account that shifts the personal responsibility from you to an automated system.
This is not an app; we offer a personalized approach to your personal budget.
I have made mistakes early in my adult life trying to impress others, and through those experiences, I was forced to create financial best practices that now I want to share with you.
In 2013, I graduated from Fayetteville State University, moved to Charlotte, NC, and started what I thought was my new lucrative career. In less than six months, I managed to get myself into a large amount of debt living my best life in a luxury apartment, constantly traveling, never failing to pull up fresh to death, and deferring all of my student loans.
Founder: Jermaine Coble, West Lakefield
I was shocked and embarrassed at what I had done in so little time and spent a year of trial and error to get my own financial life together. Luckily, I made some hard choices early and created a plan that put me in an incredible financial situation all before moving to NYC for Grad School. These steps allowed me to not only live but thrive. Those early lessons forced me to create a budgeting system that I have been able to share with so many clients, and now I want to share it with you.
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For a long time, I thought I had a handle on my budget. I thought that I knew how to manage everything and had it figured out. It wasn’t until I was connected with West Lakefield that I realized that I was way off. The first thing that got me was they asked me what my financial goals were, and up until then I never really had any. They really took the time to analyze my finances and provide an excel breakdown of suggested options based on what I said my goals were. When I started putting those things into practice, I saw a huge increase in my savings, and all-around spending habits. So, when COVID-19 came around and I lost my job, because of the assistance of West Lakefield I was able to take care of all of my financial obligations and not skip a beat until I got back on my feet.
Frequently Asked Questions
Are you a Financial Advisor?
No, I’m a budget consultant. My goal is to craft a personal plan that helps manage your expenses, puts you on a path to saving for a rainy day, and paying down debt.
Will you ask for my account information?
Will you be sharing my budgeting/income information with other parties?
No, we understand the importance of privacy and will keep everything you tell us confidential.
How long does this take?
Within three months, if you follow your plan, you should be able to see a difference in your financial health, after a year, you should be world’s away from where you started.