Coaching


Picture1

You are in your 20’s or 30’s and you’ve attended college, and started your career. You are officially an adult! Now what? You’re getting married, buying a house, starting a family, and tackling your student loans while saving for retirement. Whew! It’s a lot to consider, and you need someone to help you sort out the details.

Or, perhaps you are more mature you’ve accumulated some assets but, you’ve also experienced financial frustrations.  Regardless of your current circumstances, our goal is to change your life and create budgets that inspire dreams™!


Are you stressed out about your finances or in a tough financial situation and you need a second opinion? Perhaps you’re embarrassed, or you are confused and you’ve never heard of a Financial Coach.  Apply for a FREE consultation! Let’s take a look at some situations in which a Financial Coach could be beneficial:

        • You want to buy a new home or car but aren’t quite ready.
        • You need help creating a spending plan.
        • You want to improve or rebuild your credit.
        • You want to save money.
        • You don’t know where your money is going.
        • You want to reduce your debt.
        • You need help dealing with bill collectors.
        • You are confused and unsure of your financial future.
        • You are considering bankruptcy or a debt management plan.
        • You need a second opinion.

 

Coaching sessions can be conducted via phone, remotely, or in person.

 

The One Hour Solution:

You have a pressing question or an immediate need and want a 60-minute session to discuss your financial concerns.  This is a comprehensive session designed for those seeking fast detailed solutions.

 

Short-term Financial Coaching:

The coaching sessions are effective and affordable.  The initial coaching program consist of four 60-minute sessions.  This process is designed to help identify your views about money, your spending patterns, and to explore your short-term and long-term goals. Together we’ll determine how your spending habits impact your credit and budget, and a written action plan will be developed to aid you in achieving your dreams.  You will also receive support with email access between appointments.  By the end of the program, you will have a clear understanding of your core money thoughts, and an awareness of how to begin your action plan.

 

On-going Coaching Support:

Change takes place through an adjustment in awareness, education, and behavior patterns.  We firmly believe that one’s awareness and willingness to learn is the key to changing one’s attitude toward money.  We are committed to working with you on an ongoing basis and we consider ourselves  your partner. Ongoing coaching sessions are tailored to meet your needs.  This is accomplished though monthly sessions, and unlimited email support to help you reach your goals faster. These sessions are designed to foster changes that will inspire dreams!


 

BBB-logo-horizontal-online-JPG