Financial coaching services are a powerful way for you to change your situation for the better. As your coach, I walk alongside you every step of the way to show you how to pay off your debts, build an emergency fund, save for retirement, and achieve whatever other financial goals you may have.
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, and my financial coaching services will help you achieve the peace and freedom you’re looking for.
What does a financial coach do? Here are some of the things I can help you with:
- 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 paying for a new degree
- Finding the root causes of difficult financial situations
- Saving for retirement
- The foundations of wealth-building
- Practicing generosity
Financial Coaching Services
Discovery Session – One Hour
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 session, we can then discuss the coaching process and what that will look like for you.
Monthly Coaching Sessions
This financial coaching service is a commitment between the coach and the client. This will consist of 60-90-minute coaching sessions spread out over a predetermined period of time, anywhere from 3 months, to 6 months, or 12 months. These monthly sessions offer the best value, as we develop new long-term habits together.
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. We will track your progress and measure how far you’ve come, and what is left for you to achieve your goals.
The length of time we commit to depends on your needs. 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 ensure that habits are changed for the long-term. These new habits will ensure that you stay on the path of financial independence.
Financial Overview – Two Hours
During a financial overview session, we will take an in-depth look at your finances overall, and will discuss your long-term projections. Topics can include paying off debts, establishing an emergency fund, home-ownership, retirement, preparing to have a baby, saving for kids’ college, insurance, and more. This session will be different than monthly coaching in that it is an assessment with some broad recommendations. My traditional financial coaching service is a longer-term relationship by which we enact radical transformation.
Pricing depends on the client’s situation. Think of it like going to your mechanic to look at your car. It’s impossible to know the service cost unless the mechanic takes a look into the car’s status. 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. My coaching fees will depend on what you need and what your overall financial situation is. This is the purpose of the Discovery Session: to do that inspection and to know what the proper remedy is.
As I make clear in my mission statement, my goal is to help you become independent. I have to do my part to ensure that you will be able to stay on course without 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 financial coaching services can be applied to a wide variety of situations. I will help you see that the future doesn’t have to look as dark as it might today.
Ready to start your financial transformation? Schedule your free Discovery Session to see how you can achieve lasting financial freedom!
Disclaimer: None of my financial coaching services are to be taken as official legal, accounting, or estate planning advice. I am not an 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, process real estate transactions, or offer tax advice. If you need legal, tax, real estate, or investment guidance, I will refer you to a professional in my network.