What is financial coaching, and how can it benefit me?

Financial coaching is a personalized service designed to help you achieve your financial goals. A coach provides guidance in budgeting, saving, investing, debt management, and overall financial wellness. Whether you're looking to create a budget, plan for retirement, or navigate a financial challenge, I’m here to support you.

How does financial coaching work?

My financial coaching process is tailored to your individual needs. It typically involves an initial consultation to assess your financial situation and goals. From there, we decide how many sessions to plan for. In those sessions we work together to create a customized plan, offering ongoing support and guidance to help you stay on track. The coaching sessions are done through video conferencing (FaceTime or Phone Call).

Is financial coaching only for people facing financial difficulties?

Not at all! Financial coaching is beneficial for individuals at various stages of their financial journey. Whether you're dealing with financial challenges, planning for a major life event, or simply seeking to enhance your financial literacy, coaching can provide valuable insights and support.

Is my personal and financial information kept confidential?

Absolutely. We take your privacy seriously. Any information shared during coaching sessions is treated with the utmost confidentiality.

What qualifications do you have As A Coach?

I have over a decade of experience helping young adults and families navigate life and finances. My wife and I have personal experience building a strong financial situation for our own families. I hold a Financial Coach Master Training certification through Ramsey Solutions.

Can financial coaching help me with specific financial goals, such as buying a home or paying off debt?

Yes, I specialize in helping clients achieve specific financial goals. Whether it's saving for a down payment, reducing debt, or planning for a major purchase, we can tailor our coaching sessions to address your unique objectives.

How often should I schedule financial coaching sessions?

The frequency of coaching sessions depends on your individual preferences and needs. Some clients prefer regular sessions, while others opt for occasional check-ins. I will work with you to determine the most suitable schedule to help you make consistent progress toward your goals.