We focus on helping our clients thrive and achieve financial freedom not only for themselves but also for their families. Our mission is to empower individuals, couples and families to achieve prosperous, balanced and abundant life.
Getting out of debt, increasing your savings, buying a house or a car, as well as balancing your budget can be a dark valley to navigate through without the help of a knowledgeable coach.
- Assessing your current money blueprint
- Understanding and defining your goals and your challenges as they relate to financial decision making
- Learning personal finance basics, rules and concepts
- Creating and managing a realistic budget
- Developing habits for healthy personal money management
- Organizing your debt to pay it off as quickly as possible
- Providing accountability to achieve your financial objectives by focusing on underlying thoughts, behavior patterns and knowledge about money
- Helping you increase your earning power and reduce your expenses
How is Financial Coaching different from Financial Planning?
The most prominent difference is that Financial Coaching embraces a holistic approach, which focuses on education, behavior patterns and thoughts and beliefs about money. As a Financial Coach, I stay away from giving investment advice on specific securities, which is what Financial Planners primarily do. As a Financial Coach I focus on increasing monthly cash flow to enable you achieve whatever your financial goals are (i.e. getting our of debt, establishing an emergency fund, freeing up money to invest or travel, etc).
How often do we have coaching sessions?
It depends on your specific needs and requirements. In the beginning of the program, we will typically meet at least once a month, with weekly follow up progress calls. We can also meet for any special coaching needs (e.g., buying a house, car, or any other major purchase). We can also meet as frequently as you would like to work through any specific challenging areas, learn new concepts, develop strategies or review your progress.