A Financial Coach is one who collaborates with you through education and planning, empowers, and holds you accountable to achieving your financial goals! As your Coach, I provide insight into your personal financial situation, education, with “life hacks” and tricks you did not know exist, to improve your financial image!
Many of us shy away from the thought of having a “budget”, or try avoid speaking about our finances-even including those in the greatest financial positions. Having a financial coach to help you set goals, obtain financial advice, and organize your finances, is the key to elevating your financial savviness to the next level!
To learn more about my own personal financial journey, check out my blog!
Who needs a coach?
Everyone is in a different financial stage in their life. We all have experienced up’s and down’s, and we all have specific goals we want to accomplish. Below are life scenarios where a financial coach may benefit you:
- Looking to purchase a home
- New college graduate
- Starting a business
- Looking to restore previous credit challenges
- Lifestyle change-New Baby, Marriage, or Divorce/Split from a significant other
- Poor spending habits/Living pay check to pay check
- Massive amount of debt
- Saving for a large purchase: Such as a wedding, car or trip
- Anyone who wants to improve their quality of life and financial portfolio through coaching and education resources
- Long term saving and investment goals
- Current debt and expenses in relation to your income
- Credit evaluation
- Asset and Savings Evaluation
- Income and Business review
- Spending Habits
- Daily and Monthly Financial Check Up Habits
- Short Term and Long Term Financial Goals
- Account and Financial tools review
- One on One coaching calls
- Budget and Spending plan tailored to your financial goals
- Unlimited access to Financial Fitness Resources and Education
- Personal Coaching and Feedback for financial decisions
- Tracking, Review and Assistance with Execution of your plan
- Exclusive offers and invitations to financial fitness coaching events
- and much more based on your personal needs!