Benefits of a Financial Coach
My focus is helping clients achieve financial freedom. Together, we can tackle debt, prepare for the future, and develop healthy spending habits. My goal is to empower, motivate, and educate my clients to make informed decisions and reach their long term goals. I genuinely want every couple to live their best financial life.
Why have an action plan?
Individuals and couples who take an intentional approach to their finances are more likely to achieve goals. Having a roadmap to success takes the stress out of money management and motivates you to reach your destination.
Whether you are paying off debt, buying a house, or saving for a wedding, a customized budget and action plan will keep you on the right path. Let an expert design your roadmap to success.
Is the Budgeting Session Really Free?
Yes! There is no commitment necessary. I sincerely believe that everyone should be budgeting. I believe this so strongly that I will develop a personalized budget and action plan for any couple who wants to begin improving their finances. There are many great resources online for budgeting, but having a professional tailor one to your needs can mean the difference between success and falling into the same traps.
What to expect
Step 1: Financial Intake
An initial virtual meeting to review your current finances discuss your goals. Are trying to pay off debt? Planning for the future? Talking about your finances can be tough, but this is the first step on your journey toward financial freedom.
Step 2: Budget and Action Plan Presentation
After the intake, I will design a customized budget and action plan. We meet again to review and we can discuss any changes that need to be made. This plan should bring excitement and motivation to achieve your goals.
Step 3: Ongoing Support
(Optional with Level 2 and Level 3)
Just like a new workout routine, sticking to a new plan can be challenging. With Levels 2 & 3 we meet on a monthly basis to review the previous month's financials and address any problem areas. Using exercises that are designed to improve financial habits and literacy, we can figure out how to keep you on the path to success.
Financial Coaching Services
-Financial intake session
-Customized budget and action plan presentation
-Check-in call
-Financial intake session
-Customized budget and action plan presentation
-Monthly budget and behavior review calls
-Bi-weekly check-in calls as needed
-Financial intake session
-Customized budget and action plan presentation
-Monthly budget and behavior review calls
-Bi-weekly check-in calls as needed
-In-depth review of next steps and long term planning