Financial Coaching
Why work with us?
We are Certified Financial Health Counselors. We coach people and families on how to save, budget, effectively manage debt, and investing 101. We are the first step before hiring a Financial Advisor to help you understand where you are, where you want to go, and how to get there. We will help you get started and stay on the right track.
Step 1: Complete Questionnaire
We’ll send you a customized questionnaire for you to fill in your monthly expenses along with other questions about your goals, values, and spending habits.
Step 2: One on One Coaching Session
Schedule a one-one coaching session for 90 minutes to 2 hours to discuss your answers, create a personalized budget and financial plan that is specific to your goals and financial circumstances.
Step 3: Follow Up/Financial Freedom
Our goal is to help you manage your day to day expenses, set sustainable and realistic financial goals, and teach you investing 101 (during follow up sessions).
Financial Coaching
You have goals. We can help you achieve them. Are you’re trying to purchase a home? Get student loans under control? Or simply gain peace of mind? We can help you put the financial pieces together. We will:
- Do a full audit of your personal finances.
- Help you formulate a personalized plan.
- Give you sustainable options to save, budget, effectively manage debt; and Investing 101.
Follow Up Calls
Additional 30-minute coaching calls are highly recommend, but not required. Managing your day-to-day to expenses takes effort and dedication, but with our help, you’ll be well on your way to achieving your financial goals.
- Act as your Accountability Partner.
- 30-minute calls to ensure you're on the right track.
- Tweak and make changes as necessary.