What is Personal Finance Coaching?
Think of a personal finance coach like a personal trainer that tames your wallet instead of your waistline. I’ll help you dial in to what really motivates you and focus your spending on those things. We’ll create a spending plan completely customized to your situation, goals, and values, and then we’ll tackle the steps to execute that plan together.
What can I expect?
You will go on a journey! We’ll look at your numbers for sure, but we’ll also look at your heart – we’ll dive into what makes you tick, how different decisions make you feel, and where you want your life to be heading.
You will also receive:
- Personalized net worth statement
- Customized spending plan based on your goals and values
- Your own digital Client workbook
- Resources and education to grow your relationship with money
- Unlimited email support
- A committed accountability partner and guide
How does it work?
We’ll start by asking questions to figure out where you are and where you want to be. We’ll take a look at your financial past and present, and create a hit-list of your top goals and obstacles. This work takes about six sessions over the course of three months.
With your customized spending plan in place, we’ll meet monthly to ensure the plan is working for you (and you’re working the plan). There’s always adjustments to be made. Everyone works these steps at their own pace and requires different levels of support. All you need to know is I’ll be there every step of the way. Typically, lasting change takes six to twelve months.
You’ll decide when you’re ready to fly solo, but I’ll always be an email or phone call away.
What does it cost?
You’re considering hiring a personal finance coach because your money is in a mess – obviously cost is important. With that in mind, I use a very affordable tiered pricing model based off your income and the size of your family. This way, the cost is aligned with what you can reasonably afford and the value I can add to your situation.
Contact me for a free phone consultation where we can talk price in more detail.