Financial Coaching Services

Financial coaching services offer a dynamic approach to improving your financial situation. As your coach, I will guide you through each step, demonstrating how to eliminate debt, establish an emergency fund, save for retirement, and reach your other financial objectives.

Personal finance can seem daunting and frightening. Countless Americans grapple with monthly bill payments, and numerous individuals are concerned about securing sufficient funds for retirement.

Fortunately, your circumstances don't have to dictate your future. Regardless of your age or financial status, you possess the ability to make life-altering decisions. I am here to assist you in elevating your quality of life and realizing the dreams you once deemed unattainable.

Here are some methods we will
employ to assist you in achieving that:

  • Monthly budgeting

  • Practicing generosity

  • Achieving debt-freedom

  • Developing a wealth mentality

  • Establishing an emergency fund

  • Saving for college or paying for a new degree

  • Buying a house or paying off your current house

  • Handling and negotiating with collections agencies

  • Understanding how to build your retirement nest egg

  • Avoiding bankruptcies, foreclosures, and repossessions

We will discuss these topics during one of the following appointment types.

Free 60 Minute Consultation

Join me on this transformative journey! Let’s unlock your full potential and pave the way to financial well-being. Please join me for a free 60-minute consultation to answer any questions.

In the Consultation Session, we'll review your financial situation and discuss your short and long-term objectives. This session is a complimentary, no-obligation service available to anyone interested in improving their finances. Following the session, we can explore the coaching process and tailor it to your needs.

Coaching Sessions

Following the Consultation Session your Coach will develop a personalized Coaching Plan specifically for your needs, goals and current challenges.

This financial coaching service represents a partnership between the coach and the client, encompassing 60-75 minute sessions over a span of 3 to 12 months. The goal is to facilitate a transformation in your beliefs, mindset, and habits, reaping the associated benefits.

Consistent meetings over time will enable you to navigate multiple budgeting cycles. We'll assess what's working and what requires adjustment, collaboratively making improvements in subsequent sessions. Your progress will be monitored, gauging the distance covered towards your goals and what remains to be accomplished.

The duration of our engagement will be tailored to your individual needs, as what suffices for one may not for another. My commitment to all clients is to empower them to become adept, autonomous decision-makers, paving the way to an optimal financial future.

1:1 Personal Financial Coaching

As financial coaches, we offer expert guidance, education, and support to clients navigating financial decisions. We craft personalized plans that resonate with their values and goals. Our comprehensive services range from debt elimination, increasing savings, and value-based budgeting, to achieving financial goals, planning for debt-free college education, enhancing financial literacy, preventing foreclosure and bankruptcy, managing collections, and building wealth, among others.

How can we work together?

DISCOVERY / DEEP DIVE SESSION

Gear up for a dynamic 2-hour session that will delve deep into the intricacies of your financial life. This intensive workshop is perfect for self-starters needing that extra nudge, as well as those curious about financial coaching and looking for a trial experience. Approximately two weeks following your Deep Dive, we'll reconvene for a 30-minute follow-up call to address any lingering questions and review your progress and the actionable steps you've undertaken post-session.

Post-session, you'll be equipped with a practical budget and a savings strategy tailored to your objectives. Whether your aim is to eliminate debt, streamline your finances, safeguard your family's financial future, or master the art of budgeting, our focus will be on your unique circumstances, ensuring you leave with an actionable plan.

Deep Dive Sessions are often the ideal starting point prior to committing to monthly coaching, although they are not mandatory if you feel confident about diving straight into the monthly commitment.

MONTHLY COACHING

Our monthly coaching program requires a commitment of at least four months. This duration is crucial as it typically takes three months to establish a functional budget and cultivate new, healthy financial habits and mindsets. The fourth month is pivotal to ensure you're fully equipped to manage your finances independently. We welcome clients to continue with us for as long as they find it beneficial. Often, after the initial sessions, as progress unfolds, your vision sharpens, goals evolve, and determination intensifies. There's always more to explore and achieve, and your aspirations will naturally expand. We are here to support you every step of the way. Begin with a Deep Dive to gauge the program, or if you're ready for significant change, dive straight into a monthly coaching commitment.

What’s included in our 1:1 coaching sessions?

  • Monthly Sessions via In-Person (depending on location) or via Zoom for 60-75 minutes

  • Check in calls for accountability between sessions

  • Email access so your questions don’t have to wait

  • Monthly action items to propel you to your goals faster

  • Financial education and coaching on the topics that interest you the most