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Parents and Toddler

Coaching

"I feel like everyone knows what they’re doing with money except me, I don’t know if I'm doing any of it right”
"I'm overwhelmed by debt and don't know how to start paying it off."

What is Financial Coaching?

Financial coaching is a process that provides clients with the tools to understand and manage their finances. We begin by diving into your specific situation, mindset, and habits. Then, through a combination of education, brainstorming, and motivational interviewing, we collaboratively design a plan to meet your current and future financial needs.

Through financial coaching, you can learn how to set realistic goals, develop a budget, manage debt, choose the right insurance options for you, and to use investing as a method of building wealth. You will gain the confidence and skills you need to take control of your financial future and make informed decisions about your money.

Is Financial Coaching Right for You?

  • Do you sometimes feel like everyone knows how to manage their money except you?

  • Is it overwhelming to make big (or small) financial decisions because you’re not sure how to compare the options?

  • Do you want to learn how to manage your money effectively to create the financial future you desire?

 

If you answered yes to any of these questions, financial coaching can help!

How It Works

How it Works:

1

Schedule a FREE
Strategy Session

You talk, I’ll listen to anything you’re willing to share about where you’re at and where you want to be.

From there, I’ll recommend a service option that I feel will best fit your needs.  

2

Dive in!

We’ll start with a 60-minute discovery session to get on the same page about what you hope to gain from coaching and create a customized coaching plan to meet your needs.

3

You got this!

By the end of our coaching relationship, you should feel confident in your ability to make informed financial decisions and achieve the financial future you’ve dreamed of! 

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