Financial Coaching

What is a financial coach?

Great question! A financial coach is an advisor who helps you reach your financial goals by teaching you money management skills, such as building savings, creating a financial plan, or paying down debt.

A financial coach can help improve your financial literacy but cannot advise on investments.

Sound familiar?

Are you living paycheck to paycheck even though you make good money? Do you fall three steps backward every time you get ahead?

Are you drowning in debt and unsure where to begin? Are you worried about future savings and feeling there is no point? How are others able to make it work?

Are you tired of living this way and ready to make a change?

Where do we start?

We begin the journey with a consultation call to help determine if financial coaching is right for you.

During the call, we discuss your concerns and goals you would like to address. If we decide this would be helpful, we will schedule a deep dive to help you jump-start your own path or develop a plan to continue with monthly sessions with check-Ins.

Then, we take a deep dive.

What a significant first step to finding your financial success.

After completing the information gathering form, we will meet virtually or in the office to work toward better understanding your complete financial overview. We will work through developing a budget that works for you and your family.

Sessions and check-ins occur monthly.

I like to schedule one-hour sessions with a minimum four-month commitment to help develop a healthy budget that keeps you moving toward your goal while addressing issues that may raise concerns, such as debt or a lack of savings.

The first three months encourage you to make behavior shifts that lead toward your goals, and the last meeting ensures you can continue your progress.

The check-ins between the monthly sessions are 30-minute calls that answer any questions you may have or provide a boost of encouragement to continue your hard work.

Are you ready to achieve your financial goals?

If yes, contact me today to discuss how I can help you.