Financial Foundations | Planning
Whether you’re looking to build financial knowledge, have better sense of financial direction, or create a long-term plan, Coolera helps you gain a clear sense of direction and move forward with confidence
20-30s – Spending | Debt | Investing | Planning
40-50s – Accumulation | Long Term Planning | Conversions
60-80s – Retirement Planning | Distributions
The best way to predict the future is to create it – so let’s get started.
Meet Paul Gundersen
“Helping people truly manage their money to drive a better future isn’t just an idea—it’s a calling.”
A lifelong mentor at heart and “numbers guy”, I’ve spent 30+ years helping people and businesses manage performance and make big decisions (both financial and non-financial).
From early experiences growing up in a debt-burdened household, to assisting aging in-laws through late-life transitions, I understand firsthand that many find numbers on a page to be confusing.
We can work together in these areas:
- Money Basics – Income | Expense | Debt | Simple Budgets
- Investing Basics – Getting Started | The Cost of Waiting
- Financial Direction – What will my next 3-5-years look like?
- Retirement Planning – My Tipping Point | Starting Social Security
- Roth Conversions – Why convert? Is it worth it?
- Elderly family members – How to manage life change events?
I am honored that people share privileged, private information with me. All discussions are held in the greatest confidence.
Tailored for Life’s Every Stage
Helping you navigate every step.
Starting
20s - 30s
• Build good habits early
• Prioritize investing
• Use debt wisely
Building
30s - 50s
• Maximize retirement savings
• Balance competing goals
• Review and protect
Retiring
60s and beyond
• Plan retirement income
• Simplify your finances
• Estate planning
Coaching Packages
From questions to clear answers.
Starter - 1 Session
Get a snapshot and a simple plan
Growth - Monthly Sessions for 6 Months
For budgeting, investing, and strategy
Legacy
Long-tern support for retirement, estate planning, and wealth transfer
Free Introductory Call or Email Consultation
Share your situation, ask questions, and receive a no-pressure starting point.