Financial Coaching

Great Question! A financial coach is a type of advisor who helps you reach your financial goals by teaching you money management skills, such as how to build savings, create a financial plan or pay down debt. A financial coach can help improve your financial literacy, but cannot give advice on investments. 

Living paycheck to paycheck even though you make good money?

Every time you get ahead, you fall three steps backward?

Drowning in debt and unsure where to begin?

Worried about future saving, feeling there is no point?

How are others able to make it work?

You're tired of living this way and ready to make a change?

We will begin this journey with a consultation call to help determine if Financial Coaching is right for you. During the call we will discuss your concerns and goals you would like to address. If decided this would be helpful, we will schedule either a Deep Dive to help you jump start your own path or develop a plan to continue with Monthly sessions with Check Ins. 

What a great first step into finding your financial success. After completing the information gathering form, we will meet via video  or face to face to work toward better understanding your complete financial overview. We work through developing a budget that works for your family. 

I like to schedule one hour session for a minimum four month commitment to help develop a healthy budget that works towards keeping you moving forward to your goal, while addressing issues that may bring concern, such as debt or lack of saving. The first three months encourage to make behavior shifts that lead toward your goals and the last meeting ensure you are able to continue your progress. The check ins between the monthly sessions are a 30 minute call to answer any questions you may have or for the boost of encouragement to continue your hard work. 

This course is at your own pace and allows you to work on the emotional challenges you may have related to managing your money. Working through the videos and worksheets provided, you may learn more about your money beliefs and values related to how you handle finances. Use the link below to purchase the course for $26.99.