Financial
Coaching
What I Can Do For You
Clarify
Clarify where you are right now in your financial life. No BS or sugar coating it.
Create
After you have clarified your goals, we will work together to create plan to get you there.
1:1 Coaching
We have a four month program (with the option to extend) of monthly meetings to get you to your goals.
Get Started
Step 2
We chat during the consultation to see where you are and your goals
Step 3
We decide together if working together makes sense and can get you to your goals. Schedule coaching calls.
Frequently Asked Questions
What does coaching mean in finance?
Financial coaching means providing regular one-on-one sessions with clients in order to ‘coach’ performance improvements to meet goals mutually set by the coach and client.
Is a financial coach the same as a financial advisor?
Financial advisors manage money for clients, often in the form of managed investment portfolios. Financial planners provide comprehensive money management services, including advice on saving, investing, and taxes. Financial coaches are money experts that provide reliable advice to help you manage your own finances.
What does a financial coaching session look like?
They will ask you questions about your income, debts and cost of living expenses to get a sense of how much money you make compared to how much you spend. The coach may also want to learn about you as a person to better understand your relationship with money.