What is a Financial Coach?
A financial coach helps clients build a better relationship with money and navigate financial obstacles. Financial coaches can help you create a plan, stick to your goals, and keep you motivated as you reach for your dreams. When selecting a coach that is right for you, look for some one who will:
Work with you collaboratively
Empower you to achieve financial freedom!
How can a Financial Coach help me?
A coach can…
Help you develop a healthy relationship with money (yes, it’s a relationship!)
Help prioritize which debts to pay down first
Help you identify your goals and develop a plan to get there
Provide education on wealth-building strategies without you having to worry about if they are trying to sell you on a specific product.
Financial coaches DO NOT offer investment advice, financial planning, a debt management plan or debt consolidation services.
Note: I am not a financial adviser. The content on this site is for informational and educational purposes only and should not be construed as professional financial advice. Please consult with a licensed financial or tax advisor before making any decisions based on the information you see here.
Take Control of Your Money Today
I will review your budget and we will discuss ways to cut costs. You will be connected to resources to get you one step closer to your goals. Don’t have any goals? No problem! We can figure them out together.
Session One (1 hour): We will review your income, expenses, debts, and assets.
Session Two (1.5 hour): You will receive a detailed picture of your current financial situation with recommended next steps and resources to help you with your biggest financial concerns. Depending on your needs, you may receive the following:
Debt Reduction Worksheet
Debt Reduction Plan
Credit Score Improvement Plan
When you need more than just a plan…
If you want someone to walk beside you, encourage you, and hold you accountable, regular coaching sessions might be right for you. We will discuss what works best for you and you can choose from weekly, bi-weekly, or monthly check-ins.