Transform Your Life with Financial Coaching

A Financial Coach helps a coachee take control of their future to reach their own goals by focusing on money attitudes, healthy money habits, and wealth building behaviors.

We do not manage money or provide specific investing, legal, tax, or accounting advise. 

After the FREE 30 minute consultation, the exact process depends on the coachee and their goal(s).  In general, there will be a series of monthly, 1-hour coaching sessions.   In between sessions, there will be follow-up communication, encouragement, and guidance.   A typical coach/coachee relationship lasts 4-8 months, but could vary depending on the coachee and their goal(s).

As part of the FREE 30 minute consultation, your ability to cash flow hiring a financial coach is taken into full consideration.  We will not enter into a coaching agreement with anyone who could potentially put themselves into a risky financial position by hiring us.  Our purpose is for you to be in a better financial position at the end of the coaching relationship compared to when we meet during the consultation.

To have a successful coach/coachee relationship, it is best to be prepared, honest, and ready to make a change for the future.  Couples are encouraged to attend coaching sessions and the consultation together.