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 an emergency fund
Achieving debt-freedom
Building retirement
Buying or paying off a home home
Developing a wealthy mindset
Practicing generosity
Saving or paying for college
Initial Consult – One Hour
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
This financial coaching service is 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.
Workshops and Events
In a workshop, we will engage in energetic and fun conversation around personal finance topics. These range from spending plans, paying off debt, mindsets, goal-setting, basics of retirement planning, and beyond. These educational workshops are customized to your needs.
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.
Employee Financial Wellness Program
You’ve worked hard to build your business and have a workforce that furthers your mission. Let’s face it, your employees aren’t machines. They have their own lives with anxieties and stresses that inhibit efficiency. Their financial difficulties hurt your bottom line. That’s where my employee financial wellness program can help.
How an Employee Financial Wellness Program Can Help
An employee financial wellness program is different than a 401(k). While a retirement plan offers a way to build a long-term nest egg, it does not help employees in their everyday lives.
A financial wellness program helps them take control of their finances. This program is a way to empower your workforce to make better financial decisions every day and to achieve financial freedom.
Your employees will receive detailed guidance in foundational financial literacy and behavior modification from an experienced financial coach.
Book Your Financial Wellness Program Consultation
What’s in the Program
My program has three main components: a financial stress survey, workshops, and individual financial coaching.
Workforce Survey: An anonymous questionnaire will help me understand how financial stress is affecting employees’ productivity. The survey will have a before and after component. Overall scores will be compared after completing the other aspects of the wellness program. Odds are you’ll be surprised just how much profit you’re missing out on due to employee financial stress.
Workshops: These interactive presentations cover personal finance in a comprehensive and relatable manner. Topics include spending plans, paying off debt, insurance, retirement planning, paying for college, and more. Workshops can encompass my standard presentations, or be customized to your workforce’s unique needs.
Individual Financial Coaching: This will make the biggest difference for your workforce. Your employees work with me in private to create the structure for success. These sessions provided in conjunction with the workshops can equip your workforce to make good financial decisions. Your employees can continue working with me after the wellness sessions for greater impact in their personal lives.
Program Benefits for You as a Business Owner
Imagine never having another employee ask for a cash advance on their pay, taking out a 401(k) loan, or cash out their 401(k) early to pay the bills. My employee financial wellness program offers you that solution.
Making an investment in the wellness of your workforce, you will accomplish the following;
Show your employees that you care about each of them. All of your employes have their own hopes, dreams, struggles, and obstacles. Offering them a means of handling their incomes effectively, show them that you want their family to be completely well. In turn, your employees will care for your business in the same manner you have taken care of them.
Foster a more involved and productive work place culture. Your business will become far more profitable, having fewer stressed employees with fewer sick days taken. When employees come to work, they are more engaged and have the capacity to take on new projects. Witch translates to more revenues coming in. Their success at home equals success for your business.
Attract and retain talent. Compensation alone is no longer sufficient to have the best workforce. Employees want to know they are truly valued. Having an employee financial wellness program offers a benefit that incorporates more than just income, but also the guidance to use it effectively.
Free Your Workforce from Financial Stress
Don’t allow employee financial stress to weigh down your profitability. Help them become financially well by providing my program as an employment benefit.
By investing in your employees with this financial wellness program, you will see your workforce become more confident, engaged, and productive.
Book your free Wellness Program Consultation to take your workforce and business to a new level!
