Your Money Method

Financial Coaching for Individuals, Couples and Business Owners.

  • Do you make good money but aren’t sure where it all goes?
  • Do you stress about money and you wish you were more organized?
  • Would you like to reduce your debt but don’t know where to start?
  • Are you tired of not being on the same page with your partner about finances?
  • Are you a business owner wanting to manage your business and personal finances more effectively?

Jose Ortiz can help you overcome these challenges and put you on the road to financial success!

Working With Jose Will Help You:


Better Understand Your Current $ituation

Put Together A Cashflow Plan That Works

Set Up A Strategy To Reduce Your Debt

Start Saving And Investing With Intention

Create New Goals With A Plan To Reach Them

Jose is a coach with valuable experience and great understanding.

I have a passion for helping clients with their finances, because I’ve overcome my own financial challenges and now use that experience to help others do the same.

After working in the financial industry for over 20 years, I use my expertise to help people clearly understand their financial situation, then create tools and habits to help them take control of their money. One strategy doesn’t always fit everyone, so I help clients develop a customized plan to handle their specific situation and goals. I can help you find “Your Money Method”.

Being intentional with your finances enables you to achieve the things in life that are most important to you. If you would like to thrive with money instead of just getting by, reach out to me and let’s work together!

Take Control Of Your Money And Take Control Of Your Life!

The FIRST STEP is making the decision to INVEST IN YOURSELF.