Financial Coaching
Helping You Build Your Financial FoundationWe know that people in our profession don’t do it for the money, but that doesn’t mean you should sacrifice your future!
Get organized, pay down debt, and grow your savings to reduce stress over your personal finances.
We want to help you count every dollar and make every dollar count.
IF YOU DON’T CONTROL YOUR PERSONAL FINANCES, THEY’LL CONTROL YOU
Do you ever get to the end of the month with more bills than money?
Do you have a pile of bills on your dining room table?
Do you pay just the minimum on your credit cards, student loans, and other debt?
OR Are you doing all right but want to get ahead and build a stable financial future?
IMAGINE YOURSELF A YEAR FROM NOW
You’re standing at the crossroads of making a life-changing decision. You can take one of three paths:
- You could engage with us, let us help guide you through to financial freedom.
- You could try to “do it yourself,” and spend precious time and resources trying to organize and manage your finances.
- You could do nothing at all, and hope that it gets better.
Which of these paths do you imagine will be most successful in one year? What about five years? How will it feel if you decide to put it off or give it a try on your own… and in one year you’re in the EXACT same situation?
Doing nothing isn’t going to make things better. In fact, ignoring your finances will only serve to make them worse. If you’re really serious about changing your life and clearing the path to financial freedom, contact us today.
WHAT DO YOU GET FROM WORKING WITH A FINANCIAL COACH?
Organization
We help you bring order to your financial life.
Accountability
We help you follow through on financial commitments
Peace of Mind
We help reduce your stress and anxiety over money.
Financial Freedom
We help you reach financial freedom sooner than you expect.
Our Financial Coaching Program
Most Americans don’t budget. Most Americans don’t save. Most Americans are racking up huge debt – credit cards, student loans, medical bills, and more. Maybe you’re like most Americans.
But you don’t have to be.
What if I told you there is a better way? One where you can finally find financial peace – start saving, pay down debt, stop collections – and live without the stress and worry that comes with money problems.
This is exactly why we came up with our Foundation Session. While this session includes working your finances into a budget, the budget isn’t the goal of the Foundation Session. The real goal is to leave you with a plan – something that you can do over the next 7, 30, 60, 90 days to improve your finances. The plan is the lock and the budget is the key.
Think of us as your personal financial team.
We are in your corner. We’ll show you how to fight for your financial peace. We’ll teach you, train you. We’ll motivate you, and hold you accountable. We will always tell you the truth, no matter how hard that truth might be. But we’ll always do it with respect and friendliness.
Get Your Action Plan
During your Foundation Session meeting, we will create your action plan. Your action plan is set up to help you reach your goals. Whether that’s paying off credit cards, getting rid of a car payment, or saving for a vacation, we will find a path to get you there. How does the Foundation Session work?
Step 1: Homework
We’ll send you some homework. Don’t worry, it’s not that bad! We ask you to gather some information and paperwork related to your finances (like bank statements, past due bills), and send to us for review. We’ll give you a complete list of everything we need.
Step 2: Meeting
Our meetings are all virtual. We take care of all the technology, so you don’t have to. We will review the homework items that you sent, we’ll talk about what financial freedom means to you, and we’ll work on a budget.
Step 3: Action
“A goal without a plan is just a wish.” When you leave our first meeting, you’ll not only have better understanding of your finances, but you’ll also have an action plan to implement – a guide to get you to the next step and further.
A closer look at our foundation session
The Plan
This customized strategy guide makes it easy to manage your money. Know when your bills are due, who is responsible for paying them, what day to budget your income, and more. You will get a step-by-step plan for it all.
The Budget
We’ll go through your income and your expenses and lay it out in an easy to read and follow format. And this is YOUR budget, so you get to decide what happens – we’re not going to make you give up your morning coffee!
Strategies
We hope to leave you with three main strategies. 1) A strategy for paying bills that are easy to remember and follow. 2) A proven strategy for saving money that you can live with. 3) A strategy to eliminate your debt in a consistent way.
Financial Clarity
Do you feel like you don’t really know much about your own finances? You will. After our session you’ll be much more aware of your income and expenses – where it’s all going and why. And, most importantly, you’ll have the confidence to make positive changes.
It all starts here!
Schedule your free 20-minute call
We would love to chat with you, to see exactly how we can help you in your current situation. This complimentary 20-minute call lets us get to know each other a little better and make sure we’re a good fit. There is no obligation to continue with any services.
Please use the calendar below to schedule your call.
