Personal finance can be an intimidating and scary subject. Tens of millions of Americans struggle to pay their bills each month, and many worry that they will not have enough money when they retire.
Fortunately, it doesn’t have to be this way. No matter what your age or financial situation is, you have the power to make transformational choices in your life. I want to help you realize that there is a brighter way.
What I can help you learn:
- Monthly budgeting
- Paying off debt
- Handling collections agencies
- Avoiding bankruptcies, foreclosures, and repossessions
- Identifying opportunities for new sources of income
- Establishing an emergency fund
- Saving for college, or cash flowing a new degree
- Finding the root causes of difficult financial situations
- Saving for retirement
- The foundations of wealth-building
- Practicing generosity
30-Minute Discovery Session
During a Discovery Session, we will discuss the overview of your financial situation and what your short and long term goals are. The Discovery Session is a complimentary, no-obligation service I offer to anyone who is interested in changing their financial situation. At the end of the call, we can then discuss the coaching process and what that will look like for you.
During a full coaching session, we will examine in detail your financial situation and will identify what things have brought you to the place. In these sessions, we will look not only at numbers but the worldviews and attitudes that affect the outcome of those numbers. A two-hour session offers both coach and client a large chunk of time to identify the root of financial issues. This is the optimal timeframe for a productive coaching session.
The most effective coaching strategy I offer is a package deal. This will consist of several full coaching sessions spread out over a predetermined period of time, anywhere from 3 months, to 6 months, or maybe even 12 months depending on your situation. These packages offer the best value, as we are able to meet several times and work through the details of what things you need to work on between sessions. By meeting several times, with about 30 days or so between sessions, this will allow you to work through a budgeting cycle. When we see what things went right, and what needs adjustment, we can make changes together in follow-up sessions.
The length of a package deal will depend on your circumstances. What works for one person may be insufficient for another. But having multiple meetings, once a month, for a set period of time, allows us to work closely and monitor what things are going well, and what things need adjustment.
Financial Overview – One Hour
During an overview session, we will take an in-depth look at your finances overall, and will discuss the long term projections of your current path. Topics can include paying off debts, establishing an emergency fund, home ownership, retirement, preparing to have a baby, saving for kids’ college, insurance, estate planning, and more. This session will be different than coaching in that this is an assessment, whereas coaching helps you to learn new things and alter your current trajectory.
Pricing will depend on the client’s situation. Think of it like going to your mechanic to look at your car. it’s impossible to know what to charge for the service unless the mechanic takes a look into the car’s situation. That same principle applies to a coaching client’s situation. Each person’s situation will vary, and their needs will as well.
Some may need basic budgeting help; others may be able to budget, but have crushing debt and feel hopeless. Service fees will depend on what you need and what your overall financial situation is. This is the purpose of the Discovery Call, to do that inspection of your situation, and to know what the proper type of remedy will be based on that information.
As I make clear in my mission statement, my goal is to help you become independent, and I’ve to do my part to ensure that you will be able to stay on course without constantly needing my help. I will do coaching packages deals of several months blocked together, let’s say 3 or 6 months, but the goal is to place you on the path towards being independent and not constantly needing my help. As a coach, it’s my responsibility to help you be the hero of your story, not me.
No matter how bleak your situation may look today, there is hope for tomorrow. My expertise can be applied to a wide variety of situations to help you to see that the future doesn’t have to look as dark as today does. There is a brighter way, and it would be a privilege to guide you towards financial peace.
Ready to get started? Fill out the form below to get in touch with me!
Disclaimer: None of the services that I provide to my clients are to be taken as official legal, accounting, or estate planning advice. I am not a barred attorney, certified public accountant, or certified financial planner. My services constitute teaching practical financial habits and assisting in changing how clients manage their money. I do not make official recommendations for investment options, write wills, or offer tax advice. If you need legal, tax, or investment guidance, I will refer you to a trusted professional in my network.