What is financial coaching?

You have money questions. The world has answers– from friends, family members, YouTubers, and influencers. A financial coach can cut through the noise to provide money advice tailored specifically to your needs.

Financial pros are like medical professionals in that some doctors are specialists, while others are general practitioners. And doctors aren’t the only ones who help–nurse practitioners, physician assistants, and physical therapists also meet important needs.

A financial coach can help you meet your money goals, whether you aim to reduce spending, pay off debt, invest, save for retirement, pay for college, or buy a house. In addition to offering advice on budgeting, insurance, retirement planning and more, a financial coach can help you learn to talk about money without shame or conflict, face your money fears, find the motivation you deserve, and run toward your dreams.

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As with personal fitness and home repairs, you CAN successfully DIY personal finance. But some people hire a personal trainer or plumber to get where they want to go faster. 

Hiring a financial coach speeds up your progress toward your short-term and long-term financial goals. It infuses your money journey with extra motivation, accountability, and insight– in addition to what you have on your own. 

A financial coach first takes inventory of your financial situation. Assessing your money beliefs and behaviors, and understanding what you want your money to do for you (both now and in the future), they help create a roadmap to meet your current needs and reach your long-term goals. 

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1 Greeting

Complimentary 20-minute call

We’ll chat about where you are.

I’ll explain how the coaching process can inject strength and hope into your financial journey.

2 Groundwork

$295

This session is all about getting clear on the present state of your money life. When we see where you are now, we’ll shine light on the path to where you want to be.

What you get:

  • One 2.5-hour session

  • Money-Strong Dashboard, a spreadsheet depicting your most important numbers

  • Personalized action steps

  • One post-session check-in call

3 Growth

Ready to strengthen your money life?

Schedule a 20-minute consultation call. We’ll chat about where you are. I’ll explain how the coaching process can inject strength and hope into your financial journey.

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