What is Financial Coaching?
Financial coaching is a confidential, judgment-free relationship with a personal finance expert to help address current and immediate issues, then proactively map out actions needed to accomplish future financial goals.
Specifically, the personal financial coach helps clients clarify their goals and priorities, suggests and supports changes as needed, and assists in aligning priorities with a financial plan to achieve their goals.
Do any of these statements resonate with you?
- I’m afraid of money. I don’t know how to budget
- The thought of dealing with my finances leaves me in a state of panic.
- I have a sense of dread when I think about money issues
- I’m scared that in five years I’ll wake up and be in the exact same place I am now (in debt, with no plan, and simply getting by)
- I have no savings to cover emergency expenses and I’m afraid of the future.
- I’m in debt and I feel there is no way out
- I’m not sure of how to achieve my goals or even what my goals are
What does a Financial Coach do?
- I help empower clients to implement important changes and processes to improve their financial fitness
- Assist in clarifying goals and priorities, then focuses all tasks through a very personal lens.
- Support the process of goals --- get out of debt, save, create a future
- Guide clients in developing and maintaining personalized financial plans to achieve their goals
How does this happen?
- We start out with a free 15-minute Q&A call to see if we’re a good fit
- If we’re a good fit, then you’ll receive an introductory email. You’ll click on the embedded links and complete both the Agreement of Understanding and the Discovery Session Questionnaire. Then I’ll receive an automatic notification that these documents have been completed
- Shortly thereafter, you’ll receive another email inviting you to complete some pre-work
- After the pre-work is completed, I get to work
- Then we meet (in person or via Zoom) and we work together!
