Financial Coaching
What Is Financial Coaching?
Financial Coaching fills an important gap in financial services for those who are not (yet) ready to work with a financial advisor but still want personalized financial guidance as they begin planning and investing for their future.
In Financial Coaching, we dive deep into your current financial situation, address your specific questions, and explore the financial topics most relevant to you, so you can move forward with clarity and confidence and achieve your financial goals.
Who Is Financial Coaching For?
People seek Financial Coaching for a number of reasons, including to create a plan to pay down debt and improve their credit score, to organize and simplify current money management systems, and to learn about investment types (stocks, mutual funds, ETFs, etc.) as well as how to evaluate specific investments. While many people enter Financial Coaching looking for help ‘creating a budget’, they rarely leave with a traditional budget - and feel better because of it! (See 5 Reasons NOT To Budget AND 5 Budget Alternatives [Not Budget Variations]). If you want someone to explain finances at your pace, with no-judgment and no assumption of prior knowledge, you have come to the right place.