About Us
About Us
Jeff Daddio is an Accredited Financial Counselor and financial coach who helps people navigate the financial decisions that come with life’s biggest transitions. With more than 20 years of experience as a business and finance educator, Jeff has spent his career helping people understand complicated concepts and turn them into practical, actionable steps. As a former sports coach, he brings a coaching mindset to personal finance—focusing less on past mistakes and more on building confidence and figuring out the next play. Jeff works with individuals and groups on everything from foundational money management and financial literacy to major financial decisions that can shape the next stage of their lives.
“As a basketball coach, the game moves too fast to dwell on past mistakes. You also need to learn from them so you do not commit those mistakes again. That’s why “next play” is such a powerful phrase. It doesn’t erase the past, nor does it dwell on it, rather it focuses on the future. Now I apply that same philosophy to money. I help people stop dwelling on past financial missteps and focus on making the next financial decision.”
You can’t change yesterday’s financial decisions. But you can make a better one today.
Every financial misstep feels like it's game over. It’s not. Next play.
Why Work With A Financial Coach?
Financial decisions don't always require someone to manage your money. Sometimes you need someone to help you understand your options, organize the moving pieces, ask the right questions and create a plan you feel confident putting into action.
Most importantly....you get a teammate!