Coaching Services
List of Services
List of Services
What is a financial coach?
What is a financial coach?
A financial coach gives you the tools to define your money vision, make your money work for you, and realize your financial goals. Financial advice is everywhere, but knowing what to do is different than actually doing it. Coaching focuses on your behaviors. No judging. No shaming. No guilt. It's about moving forward, not looking back.
A financial coach gives you the tools to define your money vision, make your money work for you, and realize your financial goals. Financial advice is everywhere, but knowing what to do is different than actually doing it. Coaching focuses on your behaviors. No judging. No shaming. No guilt. It's about moving forward, not looking back.
Is financial coaching worth it?
Is financial coaching worth it?
Yes! We help you control your money so your money isn't controlling you. You'll be set on the path of financial peace of mind, and that feeling is priceless.
Yes! We help you control your money so your money isn't controlling you. You'll be set on the path of financial peace of mind, and that feeling is priceless.
Below are some of the areas where we can guide you.
Below are some of the areas where we can guide you.
Creating and managing your personal spending plan (the budget)
Creating and managing your personal spending plan (the budget)
Don't call it a budget, call it a spending plan. Budgets sound like they control you, but you control your spending plan. We will help you figure out a spending plan that works for you and see what's truly coming in and what's going out.
Don't call it a budget, call it a spending plan. Budgets sound like they control you, but you control your spending plan. We will help you figure out a spending plan that works for you and see what's truly coming in and what's going out.
Creating a plan to tackle your debt
Creating a plan to tackle your debt
Is debt stressing you out? Learn strategies and tools to save an emergency fund and reduce and ultimately eliminate your debt. You'll learn how to put in the work and get different outcomes than you did in the past. Break generational cycles of financial mismanagement and start building a legacy you'll be proud of.
Is debt stressing you out? Learn strategies and tools to save an emergency fund and reduce and ultimately eliminate your debt. You'll learn how to put in the work and get different outcomes than you did in the past. Break generational cycles of financial mismanagement and start building a legacy you'll be proud of.
Post divorce money planning
Post divorce money planning
Divorce turns your financial world upside down. Goals and dreams are suddenly gone, and to move forward you need to establish new ones. At the same time, you have to work through all the fears and doubts of all the unknowns facing you. We can guide you on this journey, and can recommend specialists in our trusted provider network where needed.
Divorce turns your financial world upside down. Goals and dreams are suddenly gone, and to move forward you need to establish new ones. At the same time, you have to work through all the fears and doubts of all the unknowns facing you. We can guide you on this journey, and can recommend specialists in our trusted provider network where needed.
Saving for college
Saving for college
There's a great deal of choices that need to be made to successfully manage saving and planning for college. We can help you understand the options and lay out a plan for success without student loans.
There's a great deal of choices that need to be made to successfully manage saving and planning for college. We can help you understand the options and lay out a plan for success without student loans.
Navigating student loans
Navigating student loans
If you have student loans already, there's a great deal of confusion and misinformation out there on student loans and student loan payments. We can teach you the facts and the potential impacts and pitfalls of your student loan decisions.
If you have student loans already, there's a great deal of confusion and misinformation out there on student loans and student loan payments. We can teach you the facts and the potential impacts and pitfalls of your student loan decisions.
Managing an inheritance
Managing an inheritance
When you get an inheritance, a lot of choices and decisions come up. We can help you consider all of your options, honor your loved ones, and have peace with your decision.
When you get an inheritance, a lot of choices and decisions come up. We can help you consider all of your options, honor your loved ones, and have peace with your decision.
Handling the collections process
Handling the collections process
Are debt collectors driving you crazy? We can teach you the laws around debt collection so you know your rights, and give you strategies to make the debt collection process easier.
Are debt collectors driving you crazy? We can teach you the laws around debt collection so you know your rights, and give you strategies to make the debt collection process easier.
Managing the foreclosure process
Managing the foreclosure process
Foreclosure is scary. We can educate you and help you feel back in control of the process.
Foreclosure is scary. We can educate you and help you feel back in control of the process.
Managing bankruptcy
Managing bankruptcy
Bankruptcy should be a last resort. We can work with you to understand where you truly are in the process. We can review the rules and impacts for the different types of bankruptcies to help you understand what can be done.
Bankruptcy should be a last resort. We can work with you to understand where you truly are in the process. We can review the rules and impacts for the different types of bankruptcies to help you understand what can be done.
Estate planning
Estate planning
Estate planning can be complicated, learn the basics and what you can do on your own and when you need one of our certified estate planners in our trusted provider network.
Estate planning can be complicated, learn the basics and what you can do on your own and when you need one of our certified estate planners in our trusted provider network.
Insurance coverage
Insurance coverage
Learn what insurance you actually need and when you need it, and tap into our specialists in our trusted provider network where needed.
Learn what insurance you actually need and when you need it, and tap into our specialists in our trusted provider network where needed.
Planning and saving for retirement
Planning and saving for retirement
Retirement is not an age, it's a financial number. Come up with a solid plan for what that number will be and how to achieve it. When you are ready, we can also recommend you to a financial planner in our trusted provider network.
Retirement is not an age, it's a financial number. Come up with a solid plan for what that number will be and how to achieve it. When you are ready, we can also recommend you to a financial planner in our trusted provider network.
Legacy Planning
Legacy Planning
We can help you put together all the documents your family will need to carry on without you. There's no greater legacy than leaving key information accessible to your loved ones to help their peace of mind during such a difficult time.
We can help you put together all the documents your family will need to carry on without you. There's no greater legacy than leaving key information accessible to your loved ones to help their peace of mind during such a difficult time.