financial coaching

communication is key

personal service

making a start

get to know each other

When you schedule your appointment with one of our trained coaches, they spend time with you.

we listen to you

Our coaches trained to listen. They put together the best plan to help you succeed.

determining your goals

You tell them your financial goals and our coach will help you achieve it.

What is a financial Coach?

As your financial coach, we will teach you the basics of money management. You may have a bad relationship with money or may have other obstacles which are keeping you from managing your finances well. Our goal is to help you develop healthy money habits that will last. Your financial coach will educate you on the basics of personal finance and work with you to create a financial plan that reflects your goals. We will empower you to take responsibility for your decisions and provide accountability, as you work to implement the lessons you will earn. Your financial coach will work with you over the period of several weeks. We will meet either weekly or biweekly to provide advice and check on progress. 

We Will Help You Every Step Of The Way

what do you need?

Steps

The full process consists of a number of steps:

Awareness

The first step is building awareness around spending habits, usually by tracking daily, weekly and monthly spending.

Financial Goals

The next step is defining the your financial goals, whether it’s setting a budget, creating an emergency fund or paying off debt.

developing plans

Our financial coach will help you develop plans to achieve their goals, then act as an accountability partner as you enact your plans.

achievement

Ultimately, after six to 12 months, you should have improved your financial literacy and be well on your way to achieving your financial goals.
steps
"They always say that time changes things, but you actually have to change them yourself.”
Andy Warhol

the fee

We provide financial coaching on a free or nominal fee scale.  Please fill out the form below. One of our coaches will contact you to answer any questions you might have.

Schedule your appointment

Coaching Inquiry Form

Obtain your Coaching Inquiry Form by clicking the button below: