COACHING EXPLAINED

Since your situation isn’t like anyone else’s, financial coaching will look different for everyone. We will work one-on-one (or as a team with your spouse or partner) to develop a plan that best helps you get your finances where you want them to be.

**Coaching sessions can be; phone call, meet ups or virtual through video calls.

GOAL SETTING

Everyone has dreams for the future, but Zig Ziglar famously said, “if you aim at nothing, you will hit it every time.” We will work together to help you set clear financial goals to get you where you want to be in the future, whether it’s being debt-free, paying for your kid’s college, retiring in comfort, or just living without the stress of not understanding how your money is moving.

IDENtIFYING PROBLEM AREAS

No one sets out to make mistakes with their money, but most of us have never been taught how to manage our money well. If your finances aren’t behaving the way you want them to behave, and you don’t know why, you’re not alone. I can help you figure out where the problematic behaviors or systems in your finances are, and come up with a clear plan for setting things on a healthier path.

SAVINGS

67% of Americans couldn’t cover a $1,000 emergency, and many will rely on credit cards to cover the cost when life throws them a curveball. Early in our sessions we’ll work together to establish and maintain emergency fund savings, so you aren’t derailed from your goals by the ups and downs of life.

BUGETING

A personal cash-flow plan is the MOST EFFECTIVE way to eliminate stress and frustration from your finances. With a clearer understanding of where you money is going each month, you will be on your way to freedom and wealth building. We will work one-on-one towards a personalized monthly budget, a proven debt elimination plan, and long term savings.

REFERALS

Finding an insurance, tax, or real estate professional can often be a daunting task. If the need arises, I will help you find trusted professionals who can help.