Business Consulting
- Guidance-Based on Data Analysis and Reporting
- Strategic Planning
- Technology Consulting
- QuickBooks Consulting
Individual Consulting
- Financial Goal Setting
- Budget Development
- Managing/Eliminating Debt
- Long Term Saving & Planning
Strategic Planning So You Can Have Peace Of Mind
Our financial coaching is tailored to your unique goals and needs. We understand that every situation is different, and our personalized approach ensures you receive the guidance that’s right for you.
We’ll gain a deeper understanding of your finances with our data analysis and reporting. Then, we’ll help you make informed decisions backed by solid data, ensuring you’re always on the right financial track. Whether you’re a small business planning for growth or an individual setting financial milestones, we provide strategic planning to help you exit the financial fog, get unstuck, and reach your objectives efficiently.
Frequently Asked Questions
What does a financial coach do?
A financial coach can guide, motivate, and empower you to manage your finances and help you overcome any confusion or stress. Their goal is to provide you with clarity over your personal finances so that you can make informed decisions and achieve your financial goals.
How are you different from a financial advisor?
Unlike a financial advisor, we don’t offer financial products like investments or insurance. Our sole purpose is to help you improve your financial position.
How can I afford financial coaching?
Although hiring a financial coach requires a commitment, we are confident it will result in multiple benefits that far exceed the cost. The Bureau of Labor Statistics reports that, on average, we spend $288 per month on dining out and $268 per month on entertainment.
What qualifications do your financial coaches have?
Our financial coaches have diverse backgrounds in education, social work, psychology, and accounting. However, what’s most crucial is that our coaches practice what they preach. They only suggest actions they have already taken or would be willing to take themselves. Each coach has their unique path and can’t wait to help you achieve financial freedom.
How do I prepare for my coaching session?
During your initial consultation, your coach will ask questions to get to know you better. These questions will revolve around your goals, dreams, past experiences, and areas where you may have faced difficulties. So, it’s essential to be prepared with your answers.
Do you offer group sessions?
We offer financial workshops for small groups, organizations, or churches. Our team of experts is ready to take your business to the next level. Contact us now to discuss your needs and find out how we can help.
Do you offer an Employee Financial Wellness Program?
We collaborate with organizations to create customized plans that align with their strategic goals, budgets, and objectives.
What is the financial coaching process, and how does it work?
The first step is booking your free consultation. Your coach will work with you to develop a personalized plan based on your goals and individual financial situation. Coaching is broken into three phases: Addressing Immediate Needs, Goal Planning & Attainment, and Maintenance. Sessions are typically an hour long and occur twice monthly, depending on your phase. Your sessions will be less frequent once you are in the maintenance phase.
How can I schedule a consultation session with a financial coach?
Visit our Contact Us page to schedule your consultation.
What are some examples of financial goals that can be achieved with the help of a coach?
Some goals that can be achieved with the help of a coach include getting out of debt, purchasing a home, establishing an emergency fund, and preparing for retirement.
