What is a financial coach?
Someone who works with you to improve your financial situation. It could be how to pay off your bills, what kind of mortgage is right for you, or how to save for retirement. They help you to develop a plan, learn to make better decisions, encourage and give you hope along the way.
How can we help?
The first thing we’ll do is get an overall health check of your finances. Next, we will develop a plan to move you in the right direction. This will include things such as making sure your “emergency fund” is sufficient, making a budget so you can tell your money where to go, creating a debt snowball. You might also want to know how to save for college, a house, or retirement. We can help you to achieve all of this by making manageable and achievable goals.
What will I gain?
This is a lifestyle change for sure! You will learn to make more conscious money decisions. You will gain the knowledge and confidence to live debt free, stress-free and be prepared for life’s events.
- Prior to starting you will receive a Personal Financial Snapshot to complete. This provides us with your basic information and lets you decide on the areas you would like to focus on during our Initial Session.
- During your Initial Session, we will review the Personal Financial Snapshot and discuss your current overall financial health. Next, we will address the areas of financial concerns you chose to focus on. By the end of the Initial Session, we will develop a plan with specific goals that will start you on your way to financial freedom.
- After your Initial Session, in the days following, you will receive an e-mail with a recap of the session and your personalized plan to reach your goals. We will include additional information, worksheets, and/or resources to guide you in achieving your goals.
- Since everyone’s financial status and goals are different, we have made it easy to customize a package which best serves your needs. Whether it be a one-session, three-session, or seven-session package, you will continue to receive periodic emails with helpful hints and information to help you achieve and maintain your goals. Additionally, follow-up sessions can be purchased as needed at any time.