Transform Your Life with Financial Coaching

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

We do not manage money or provide specific investing, legal, tax, or accounting advise.   We do not tell you what to do with your money...we will help guide you, but you stay in control.

After the FREE 30 minute consultation, the exact process depends on the coachee and their goal(s).  In general, coaching is month-to-month.  Each month includes a 1-hour coaching sessions.   In between sessions, there will be follow-up communication, encouragement, and guidance.   A typical coach/coachee relationship can last as short as one session, and as long as several years. 

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.  Preparation includes not only knowing details of your own personal finances, but also mental/emotional preparation to be willing to 'dig deep.'  Couples are encouraged to attend coaching sessions and the consultation together.