What is financial coaching?

Financial coaching is not assisting with an investment portfolio. It is not a rigid plan that is “one size fits all.” It is not me telling you what you can and can’t do with your money. Well then, what is it? It is us partnering together to come up with a plan to help you not only feel good about your now, but feel great about your future. Just like you would hire a fitness coach if you wanted to get in shape, hiring a financial coach can give you the accountability you need to reach your financial goals.

Who needs financial coaching?

Well, EVERYONE! With life constantly changing and financial goals that often seem like a moving target, a financial coach helps to make sure you are still on track to hit those all-important goals. Life changes! Why not have someone in your corner to help you adjust? I’m here to walk alongside of you and help you reach your goals as they change!

Do I have to be local to you?

Absolutely not! Although I am located in Jefferson, Ga, I can have clients worldwide! With video call technology we can still get all the same benefits as meeting in person. If you are local we can meet in person, do zoom, or a mixture of both.

How can I afford a financial coach?

Now that is a great question! Usually we can find room to cover coaching fees in the first meeting!

How? When we take the time to sit down and look at your finances, people are shocked at how much margin we can find! Just like you pay for a gym or personal trainer, paying for a financial coach will allow you to regain the margin and take control of your finances. Your future self will thank you!

I’m interested… now what?

You have two options to start. We can start with a 30 minute clarity call where we can go over your broad financial picture and see if financial coaching is right for you. You can do that here. If you know you are ready to go ahead and get started you can book your 90 minute deep dive coaching here.

What can I expect when I sign up for the deep dive coaching session?

I will send you a questionnaire and a financial snapshot. These give me a great background to begin understanding your financial situation. You will also do a beginning budget. In our session we will deep dive into income, expenses, savings, goals, and most importantly a plan with next steps. I find that this session gives you such a sense of peace seeing everything and knowing you have a plan to get started. It also gives us an idea on what type of coaching is best for your situation as you work on your financial goals. I cannot wait to see what you do!!