What is Financial Coaching? 

Think of a financial coach like a personal coach. They are financial professionals with the experience to provide the knowledge, tactics, motivation, and personal support you need to achieve your financial goals. A financial coach can help you create a system that works for your specific financial situation. Working with a coach is like having a trusted advisor who is there to cheer you on and guide you through the challenges. Your coach will ensure you gain the skills and confidence needed to make informed financial decisions and will help you prioritize spending on what truly matters to you.

In addition to providing you with personalized budgeting, savings, and debt reduction strategies, a financial coach can help you identify your true motivations for improving your finances, beyond the need to cover expenses. Your coach can create a spending plan that makes working towards your goals of renovating your home, saving for college, taking that dream vacation, saving for a career change, or investing for your future feel rewarding instead of restrictive. It is a mindset shift that makes watching your savings grow and achieving your financial goals worth so much more than an impulse buy. Don’t worry, there will be some flexibility for those impulse buys, but they won’t derail your progress.

The truth is financial struggles are more common than you think. Most people are not taught how to manage their money and it is only getting harder. My goal is to meet you where you are and help you create a plan to gain control over your finances. This is a judgement free zone where you can openly discuss your financial situation and receive the guidance you need to improve it. I take your privacy very seriously. Our sessions and your financial information are handled with complete confidentiality.

This is a common concern when considering financial coaching. You are trying to be mindful with spending, not spend more. But not having the right tools and guidance is costing you money, time, and peace of mind. Financial coaching can make an immediate difference in your short-term finances; by giving you clarity on your expenses and an understanding of the strategies you can use to reduce debt, reduce interest payments, and increase your cash flow and savings. However, the true impact will be on your long-term gains. The mindset shift and money habits you learn through coaching can be life changing. You have probably tried to budget and track your spending only to feel overwhelmed by the amount of information and options out there. The value of a coach is in understanding your unique financial situation, uncovering your true motivations, and guiding you on the path to financial success. The initial Q&A call is free. The cost for the 2-hour Growth Plan Session, where we review your finances and create a personalized success plan, based on your top priorities, is $299.00. Ongoing coaching provides the support and guidance necessary to make consistent progress and transform your financial future. We will meet twice a month, and you can text or email questions in between sessions. The cost is $299.00 a month with a 3-month minimum. Investing in your future begins with a coach that can help you take action to gain clarity and confidence with your money. This investment ensures you remain motivated and committed to the process so you can achieve your goals.

Absolutely! To achieve the best results, we prefer to have partners attend the session together, but it is not required.

Yes! Most small business owners are busy running their business and end up co-mingling their personal and business finances which can become tricky to untangle. During our session we will create the separation needed to clearly see how much you need to make each month to cover both your business and personal expenses.