Be More Successful with Money

I help professionals and business owners create financial abundance in their lives.

Discover What's Standing in the Way of Achieving your Money Goals Today...

Talking About Money

Do you and your spouse talk about money? Do you have a plan for your finances? Do you have control of your financial destiny? If not, do you want to?

New to Managing Money

Have you recently become the manager of your money for the first time in your life and if so, are you overwhelmed and do not know how to make it any easier?

Impulsive Spender

Do you impulsively spend money to make you feel better about yourself and if so, how long has the feeling truly lasted before you spend again?

Giving Up Your Dreams

Have you felt like you're just accepting your money situation because "that's just how it is?"

Keeping Up With the Norm

Have you ever felt that you're just spending money to keep up with the expectations of society and if so, have you determined your own expectations?

Mentor for the Mentor

Are you often considered the "person to ask" about money and if so, do you have your own "person to ask?" Do you know there is room for improvement in your financial life, but are unsure of where to begin?

Tom the Banker

If you can relate to any of the questions above, know that it’s completely understandable. We all go through a different process in our life experiences that ultimately form and develop our spending and savings habits. These habits can ultimately prevent us from unlocking our true potential in aspects of life that far exceed the management of money.

I want to be your financial mentor to enable you to achieve success in your financial life and lead you to a better quality of life…

Let me begin by introducing myself. My name is Tom Arena and I have seen first-hand the way people I know and people I’ve served struggle with money management.

I learned about money hardships and challenges at an early age. I was surrounded by the hardest-working people I know, many of them earning “decent” money, but as it turns out, money management was never their strong suit. But eating saltines for dinner on more than a few occasions because “the bills had to be paid,” and watching these people I know constantly struggle with money led me to want better for them and for myself and it is one of the biggest reasons I became a banker.

After starting at the bank on the bottom rung of the corporate ladder, I figured out how money really works. I worked my way through college and graduate school, and also graduated from the industry-prestigious Consumer Bankers Association’s Executive Banking School.

After 15 years working in banking, I was responsible and accountable for a business unit contributing over $300 million in annual revenue, but I continued to see those I know and love struggle with their own money…

Understanding the Turning Point...

It turns out that I had previously made the decision to become deliberate with my money, which made a direct and positive impact on my financial successes. But it’s more than just financial success I was after, I had to learn to be able to be deliberate with all other aspects of my life as well, including my health, relationships, career direction, and others.

My experiences on the road to financial prosperity have led me to the knowledge that is not traditionally made available to customers of banks and is not taught in schools. It turned out that making the bank lots of money wasn’t a very fulfilling purpose for me. So, after a few years of soul-searching and reflection, I decided to focus on helping others.

Doing so has enabled me to help family and friends understand their finances and how to get unstuck from their financial situations. Many of them now check in with me before making any kind of money-related decision, so I’ve effectively become their personal finance expert.

Having money, or having good management of your money is not going to make you happy by itself. Money is simply a tool, but it’s a tool that will enable you to reach a fuller potential and live the life you want and ultimately choose to live, which will have a direct impact on your happiness.

My goal is to help you gain confidence with money and create financial abundance in your life. My focus is your success. However, you don’t have to take my word for it…

Meet Linda...

A few years ago, Linda became a widow.  She had never really managed money for herself or household.  Upon getting the basics down, she found that while she could manage her money well, but she really didn’t know anything about her investments.  

So we had a coaching session where we discussed her entire financial situation.  Then, when she met with her financial advisor, she was able to ask the right questions.

How I Can Help?

My Financial Coaching and Mentoring Program is perfect for someone who truly wants to better themselves and make a significant and positive impact on their financial situation.

"Ask a Banker Anything" Financial Coaching

Scheduled financial coaching Q&A session about the topics of your choice ranging from everything from eliminating confusion about money, to planning, to sticking to a budget, to building your savings, to debt elimination, to retirement, or any other money topic. 

  There is nothing to be ashamed of and I will not pass judgement upon you, I want to help you succeed.

Use can also this coaching program, for example, to receive guidance on how to manage your money, or to ask questions before you go to your bank or investment broker when reviewing your investments or making a major investment choice.

I’m here to help you understand what you need to know and give you the knowledge to ask the right questions.

Ready? Let's Get Started!

About this Program

ASK A BANKER ANYTHING COACHING

Scheduled financial coaching Q&A sessions about the topics of your choice ranging from everything from eliminating confusion about money, to planning, to sticking to a budget, to building your savings, to debt elimination, to retirement, or any other money topic. There is nothing to be ashamed of and I will not pass judgement upon you, I want to help you succeed.

Use can also this coaching program, for example, to receive guidance on how to manage your money, or to ask questions before you go to your bank or investment broker when reviewing your investments or making a major investment choice.

I'm here to help you understand what you need to know and give you the knowledge to ask the right questions.

Coaching Packages and Pricing

Single Session
1 on 1 call

Perfect for someone looking for help or direction on a specific financial question or situation.

one-time coaching

INCLUDES:

  • One, 1-hour Coaching Session

$197/session

recurring
1 on 1 calls

Perfect for someone who truly wants to better themselves and make a significant and positive impact on their financial situation.

one on one coaching

INCLUDES:

  • Monthly, 1 on 1 Coaching Sessions
  • Personalized Action Plan for Success

$97/month (51% off)