WHAT IS A FINANCIAL COACH?
A financial coach is professional who helps clients improve their financial skills or to work towards specific short-term goals. This could include debt reduction, improving money management, budgeting and saving skills.
Our goal as a financial coach is to help you create your financial plans and make sure you execute them! With a financial coach by your side, we will plan realistic and achievable strategies while staying right by your side through the entire process.
DO YOU OFTEN FIND YOURSELF IN THE FOLLOWING PREDICAMENTS?
You feel like you’re living paycheck to paycheck every month
You often find yourself transferring money from your savings to your checking account
You have no idea what you spent your money on in a month
You constantly worry about your financial situation for the future but don’t know where to start
You feel like you’re drowning in debt/expenses
You want to make a change, but you know you can’t do this alone…
OUR FINANCIAL COACHING PROGRAM GUARANTEES YOU WILL NOT BE GOING THROUGH THIS ALONE
Short-Term Planning
Our coaches will work with you 1-on-1 to understand your financial challenges and short-term goals. We understand that changing your spending behavior is not easy and everyone’s situation is different. By having a more involved approach with our clients, we will create personalized and realistic budgets that will lay the blueprint to meet your financial goals!
Periodic Review
Our Financial Coaching program is designed to support you in your quest for financial success. We will work with you periodically and as much as you need to review your performance to date and offer strategies/suggestions to make sure you’re on the right path. Transforming your behavior and/or executing goals isn’t a straight path, sometimes you need someone over your shoulder to hold you accountable. That’s where we come in!
Come Out Victorious!
Our main objective in our Financial Coaching program is to increase your understanding of money management so that you don’t need a financial coach anymore! As our success is your success, our clients should feel safe knowing they can share their goals and challenges with a coach who wants nothing but the best for them!
THE FIRST STEP TO MONEY MANAGEMENT MASTERY
Reach out today to schedule a FREE consultation and to learn about our Financial Coaching program!