Naftale Ostreicher
Monsey,NY
Summary
Professional coach with strengths in client communication, motivation, and solution-focused coaching. Supports learners in identifying obstacles, developing actionable plans, and sustaining performance improvements. Known for clarity, engagement, and commitment to continuous growth.
Overview
3
3
years of professional experience
Work History
Financial Coach
Tauber Solutions
Monsey, New York
12.2023 - Current
- Communicated clearly with clients to help explain financial concepts.
- Provided ongoing guidance and encouragement throughout the financial planning process.
- Guided clients through financial hardship by creating realistic debt strategies that addressed their unique situations.
- Helped clients manage financial hardship by creating practical debt plans.
- Helped clients address debt challenges with realistic strategies during financial hardship.
- Conducted personalized budgeting sessions to enhance clients' financial stability and goal achievement.
- Crafted tailored budgeting strategies to enable clients to effectively manage their finances and improve overall financial health.
- Evaluated investment options and recommended suitable choices for each client.
- Researched investment options and advised clients on suitable choices.
- Researched investment options to match clients with suitable choices.
- Advised clients using clear communication to improve understanding of financial concepts.
- Improved client understanding of financial concepts through clear communication.
- Delivered continuous support and motivation across the financial planning process.
- Strengthened financial planning outcomes through ongoing support and motivation.
Skills
- Effective communication
- Financial planning
- Motivational leadership
- Budget management
- Computer proficiency
- Technical skills
- Creative innovation
- Empathetic interaction
- Bilingual (Yiddish/English)
Timeline
Financial Coach
Tauber Solutions
12.2023 - Current