What is a Financial Coach?
A Financial Coach is someone who meets with you consistently to help you identify and achieve your money goals.
When should you work with a Financial Coach? When you need help tackling these tasks:
Budgeting
Getting out of debt
Planning and saving for big goals (a wedding, a car or a down payment for a house}
Strategizing when and how to save for retirement
What does a Financial Coach do?
A Financial Coach will:
Help you uncover your financial goals
Work with you to make a plan
Hold you accountable to your plan
Help you change your money behaviors
Cheer you on through all your wins (from small to big)
What is a financial coaching session?
It is a meeting between you and your financial coach. You will focus on where you are now with your money and where you want to be, and your coach will help you make a plan to get you there.
In a session, you will get the chance to unpack your financial situation, along with your worries. Maybe you have taken on too much debt, you and your spouse aren’t on the same page about spending or your are fearful about being able to afford retirement. It will feel good to share these worries with someone who is professionally trained to guide you and has compassion, skill and knowledge to make a real difference in your life.
We offer several financial coaching plans that fit your needs and budget.
Personal Finance Coach
I have spent my career as a financial and human resources professional. I enjoy working with numbers and people so I gained my certification as a Financial Coach Master Trainer. My passion is to help others achieve financial freedom so they can thrive and live the life they have always dreamed. As your coach, I will help you identify and resolve your day-to-day money problems with a direct and calm coaching style. I will help you overcome your limiting beliefs with money. Organizing your finances can seem scary. I will be able to coach you through the process to financial freedom using my Framework to Financial Freedom method.
According to CareerBuilder, 78% of Americans are living paycheck to paycheck. You don’t have to be one of those statistics. Let’s start today by making your money work for you!
“Pray like it all depends on God, but work like it all depends on you.” ~ Dave Ramsey