Financial Coaching Services

Financial coaching services are a powerful way for people to change their situation for the better. As your coach, I’ll walk beside you each step of the way. From paying off your debts, to building an emergency fund, saving for retirement, and achieving whatever financial goals you may have.

Personal finance can be scary and intimidating. Americans struggle to pay their bills every month, and many worry they won’t have enough money for retirement.

Luckily, it doesn’t have to be this way. No matter what your age or financial situation, you have the power to make better life choices. I will help you attain the dreams you previously thought were impossible.

I’ll work with you to make it happen!

  • Monthly spending plan
  • Establishing a business emergency fund
  • Irregular Cash Flow
  • Building retirement
  • Buying or paying off a home
  • Developing a wealthy mindset
  • Practicing generosity
  • Declining Profit Margins

Initial Consult – One Hour

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During the Initial Consult, we will discuss your financial situation and what your short and long-term financial goals are.

The Initial Consult is complimentary, no-obligation service I offer to anyone who is interested in changing their financial situation. At the end of the session, we will then discuss the coaching process and what that will look like for you.

Bi-Monthly Coaching Sessions

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This financial bi-monthly coaching sessions are a commitment between the coach and the client. This will consist of 45–60-minute coaching sessions spread out over a period of time, anywhere from 3 to 12 months with the objective to help you transform your beliefs, mindset, and habits – with all the benefits that come from that.

By meeting consistently over a period of time, you will be able to work through several spending plan cycles. When we see what went right and what needs adjustment, we can make changes in follow-up sessions. We will track your progress, measure success, and see what is left for you to attain your goals.

The length of time we commit to depends on your needs. What works for one may be inadequate for another. However, my goal is to help you become an independent and powerful decision-maker to help you achieve the best financial future possible.

What Does Pricing Look Like?

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What does pricing look like, pricing depends on your specific situation. Think of it like taking your car to the body shop after an accident. It’s impossible to know the cost to fix it, unless they look at the car. That same principle applies to a coaching. Each person’s situation is different, and their needs are as well.

Some may need spending plan help, while others may have overwhelming debt and feel hopeless. My coaching fees depend on what you need and your personal financial situation. This is the purpose of the Initial Consult: to do that review and to know what the proper course of action.

As I make clear in my mission statement, my goal is to help you become independent. I have to do my part to ensure that you will be able to stay on course without continually needing my help.

As a coach, it’s my responsibility to help you be the hero of your story, not me.

No matter how miserable your situation may look today, there is hope for tomorrow. My financial coaching services can be applied to a wide variety of situations. I will help you see that the future doesn’t have to look as dark as it might today.