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Home > Financial Coaching
Financial Coaching
What is it?
Financial Coaching is a process of regular meetings with a Financial Coach to help you develop good money management habits, make smart financial decisions, and ultimately reach your short and long-term financial goals. In the first meeting, you will discuss your income, expenses, debts, assets, goals, and begin to develop a real living budget tailored to you. By the end of the session you will have a detailed plan in place to spend, save, give, and plan for the future. You will then have monthly meetings with your Coach for up to 6 months, a year, or even longer if you wish. Your Coach will walk along side of you through all of your ups and downs with your finances, and help put you in a position to achieve whatever your financial goals are.
Process
CONTACT US
Contact a Financial Coach by filling out an application on the right side of this page, or by calling 800-747-9307 to speak to a Coach and set up your first appointment.
GET ORGANIZED
Prior to your first appointment, your Coach will have you gather recent bank statements, debt statements, paystubs, and other relevant information to be able to take a detailed financial inventory.
DEVELOP YOUR ACTION PLAN
After talking through the details of your situation, discussing your goals, and determining your starting point; you and your Coach will develop your initial action plan, which will solidify your budget in order to begin working toward your short and long-term goals.
CONTINUING COACHING
Each month after your initial meeting, you will meet with your coach to discuss the previous month and make adjustments to your plan, which will help you combat everything that life throws at your finances. We recommend at least 6-12 months of continuing coaching to instill good money management habits, but you can continue these meetings even longer if you wish.
ACHIEVE YOUR GOALS
Ultimately, we want to help put you in a position where you know where your money is going all the time. Good financial habits and decisions will help relieve the stress that finances can cause, and help you achieve the goals you have for you and your family.
Get Started Now – Request a Consultation
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