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. Most financial advisors do not have the time or inclination to help you figure out how to get out of debt or manage your money better.
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.
Although I will work with anyone who is serious about changing their financial future, I love working with women, singles (and single-again), and educators. Why these three niches? Probably because I identify with each of them, so I can relate to their unique challenges around money. That said, if you want the additional support after the Money Clarity Session and we’re a good fit, I would be honored to work with you.
I understand it’s a big decision to think about, especially if you are already struggling with your finances. 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, how much would that be worth to you?