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Here to Help

How do I know if Financial Coaching is right for me?

Do you have money?  Bills?  A dream to own your own home?  Retire early?  Save for your children’s college?  Build wealth?  Want to feel more secure in your finances? A desire to have more free time with family?  Travel?  Start your own business?  Give more?  Anyone can benefit from having more knowledge on how their money impacts their life.

What is Financial Coaching?

Financial coaching provides the support and guidance you need to take control of your finances, make smart financial decisions and reach your goals. Coaching bridges the gap between just more information and actually doing something about it. A financial coach will take time to understand your current financial situation, discuss your goals, and help you customize a plan to achieve those goals. As financial coaches, we do not sell any financial products such as insurance or investments. This allows us to offer you an unbiased opinion regarding your finances. Our goal is to help you develop  healthy money habits that will last.

What if I can't afford Financial Coaching?

Debt is costing you money. Financial Coaching is an investment in your future.  During the three month process you will be given tools to create a budget, get out of debt, and create wealth that will change your financial picture.  You will start to see a return on your investment in no time.
For those in a crisis situation you need to compare the coaching fee to the cost of bankruptcy which can range anywhere between $500-$2000 in legal fees alone or the cost of credit card debt which runs from $30-$200  a month in interest.  Compared to those fees ours are a bargain!  Also, many couples have found reduced stress on their marriage as a result of addressing their financial situation.

How does the coaching process works?

Depending on the plan, we discuss, guide and mentor you for the specific topics and we provide you with tools that will help you. Our sessions are virtual-only and are done through Zoom, Skype or Google Meets.

After the initial consultation session, I will email a Personal Finance Snapshot form that must be filled out at least 48 hours prior to the initial one-on-one virtual meeting.  This will give your coach  a better idea of your financial situation (income, equity, budget, and debt) before we meet.  We will then use that information to form short and long term goals and discuss different options to achieve those goals.  We will then schedule a follow up 3-6 weeks after the initial meeting.  My goal is to give you the information that allows you to decide the changes that you will make.

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