Frequently Asked Questions

Financial coaching is a process that teaches and empowers you to make smart decisions with your money so you can achieve your financial goals. A financial coach will analyze your current financial/life situation and help you create a plan to get from where you are now to where you want to be. They help bridge the gap between what you know or think you should be doing to creating action steps that are tailored to your unique situation. You no longer have to feel alone because your coach will be with you every step of the way.

A financial coach does not sell investments, insurance, or any financial products or give any specific investing advice on what to invest in. A financial advisor will generally meet with you annually to discuss your long-term goals and make sure your investments are still appropriate. A financial coach will meet with you on a weekly or monthly basis to help you manage your day-to-day money in a way that aligns with your current goals. Both positions are highly valuable but provide different services.

I believe financial coaching can benefit just about anyone. Whether you are looking to get out of debt, build your savings, increase your credit score, make a large purchase in the near future, or start planning for retirement, coaching can help you get there faster.

Absolutely! I did. But it was a long and sometimes lonely journey. If I’d had a coach to challenge me and help keep me on track, I would have met my goals much earlier. How have things been going for you so far? If you find that you keep spinning your wheels, getting stuck, or are going slower than you’d like, then financial coaching may be exactly what you need.

My private coaching clients are generally Christian women who are managing money solo and make a great income but still feel stuck, stressed, or uncertain about their financial decisions and their future. They are often successful in most other areas of their life, but their money doesn’t feel as clear, organized, or intentional as they’d like.

That said, if you are serious about changing your financial future and want support in creating and implementing a plan, let’s connect and see if we might be a good fit to work together.

Financial coaching can be a big decision to think about, especially if you are already struggling with your money. Think of it as an investment in yourself, your family, and your future (not just another expense). If you could relieve the current level of stress and anxiety around money, begin eliminating debt, build your savings, and feel confident about your financial decisions, how much would that be worth to you?

Yes! I work with people from all over the country and have even had a couple of international clients. Financial coaching is very easy to do virtually via Zoom.