Who We Work With
Who We Work With
We work with individuals, couples, and business owners who are sick and tired of hiding behind their money mistakes. We want clients that are ready to take charge of their financial future.
We work with individuals, couples, and business owners who are sick and tired of hiding behind their money mistakes. We want clients that are ready to take charge of their financial future.
We meet you where you are.
We meet you where you are.
No budget ... doable.
No budget ... doable.
No idea who you owe what ... let's figure it out.
No idea who you owe what ... let's figure it out.
Ready for the next stage in your life? College, Marriage, homeownership, children, pets, vacations, retirement ... let's plan it.
Ready for the next stage in your life? College, Marriage, homeownership, children, pets, vacations, retirement ... let's plan it.
What to Expect
What to Expect
You can expect this to be a confidential, comfortable and encouraging place where you can discuss money and all it entails without fear of judgment. You are talking to a professional and friend who wants to see you succeed.
You can expect this to be a confidential, comfortable and encouraging place where you can discuss money and all it entails without fear of judgment. You are talking to a professional and friend who wants to see you succeed.
Keep in mind a financial coach is similar to a personal trainer. He or she will show you what to do and how to do it but it is up to you to do the work then you work the plan.
Keep in mind a financial coach is similar to a personal trainer. He or she will show you what to do and how to do it but it is up to you to do the work then you work the plan.
The Process
The Process
We begin with a free 15-minute consultation to address questions or concerns you may have. Once you have decided that you are ready to make a change and see results then we book your Discovery session.
We begin with a free 15-minute consultation to address questions or concerns you may have. Once you have decided that you are ready to make a change and see results then we book your Discovery session.
You will receive a couple of forms to complete and return 48 hours prior to our session. These include gathering information on your household, income, debts, estimated budget, and such.
You will receive a couple of forms to complete and return 48 hours prior to our session. These include gathering information on your household, income, debts, estimated budget, and such.
All sessions are held virtually or via phone.
All sessions are held virtually or via phone.
