What is a financial coach?
As a financial coach, I can help provide clarity on your financial situation and help you develop a strategy to reach your financial goals, which may include establishing savings, paying down debt, and/or setting up a system for managing income and expenses. Financial coaching is not financial advising--no investment advice--but hopefully working with a financial coach will set you up to reach a place where you are ready to sit down with an advisor.
What is the process?
Step 1: Book a free 30-minute Q&A call. I can answer any questions you might have regarding financial coaching, and we can determine if it is a good fit for you.
Step 2: Schedule a 2-hour Discovery Session. The Discovery Session can be in-person or virtual and is where we really dive into your finances. There is some significant prep work that you would complete and submit prior to the meeting, which will allow us to maximize our time together. We will discuss your financial goals and look over all income, expenses, savings, and debt to really get a clear picture of your financial situation. We will then work together to develop a strategy that you feel is workable and manageable for you to meet your financial goals. The investment for the Discovery Session is $200.
Step 3: Determine if you would like to pursue ongoing coaching. The Discovery Session may be all you need to feel under control and ready to go. Or you may feel a little overwhelmed and would like accountability and help along the way.