Creating a financial game plan can be a big hurdle. Getting started can be overwhelming, tedious and complicated.
If this is true for you, I want to help.
The key to handling money is developing and fine tuning a process that works for you. Books, courses, seminars and conferences can teach you a lot, but implementing them into your personal life can be challenging and leave you frustrated.
Financial coaching can make a huge difference in your financial future. I have a passion for helping people figure out their finances.
FINANCIAL COACHING IS FOR YOU IF...
- You're tired of getting to the end of the month and not making progress toward your bigger financial goals
- You've budgeted before, but it was too cumbersome, so you gave up
- You want outside council to look over your budget and determine where the gaps need to be filled
- You want specific help creating a financial road map with action steps to help you meet a specific goal
- You're going through or anticipating a big life transition and need a clear financial vision of what it means for you personally
We've lived on both sides of the fence. Living without a budget, we found ourselves guessing on monthly expenses and blindly making financial decisions. It left us with zero savings and nearly $40,000 in debt. After getting on a budget, we were able to focus our efforts and dig ourselves out in 23 months.
That's our story. As a Financial Coach, I'm here to help you figure out your story. If you are ready to take control of your money, I can help you do just that and more. Take the first step and sign up for a free 30 minute consultation today and let's see if we can work together.
BENEFITS OF FINANCIAL COACHING
- A clear picture of where you are currently
- Help clarifying and deciding on which direction to head
- An action plan to help meet your goals
- Accountability to make sure you are moving in the right direction
I offer a free 30 minute consultation, for both you and I. You'll just need to fill out the form below, and I'll be in contact to set up a time to talk. If the program fits, we'll work together to get your finances in order and create a game plan for the next few months and beyond.
You can't change the past, but certainly the best day to start working on your finances is today. NOT tomorrow.
Frequently Asked Questions (FAQ)
Why should I choose you to help me with my finances?
I know what it's like to be in debt and dig your way out. I've done the hard work to figure out my personal finances. I know what it takes and can help save you time and money in figuring it out on your own. I also know along the way, I wish I had someone who would have helped guide my wife and I get on the right track.
Will you help me consolidate my loans?
No. The financial coaching process will assume that you accept responsibility for the debt you have signed up for, and are ready and willing to work toward paying it off. Very rarely is debt consolidation a good idea.
Why would I hire you when I can take a class (like FPU) or read a book?
Financial Peace University is a great starting point. It will motivate and teach you the high-level principles of personal finance. But, it's a class taught to the masses. Coaching is personal, one-on-one help that is tailored to your specific situation and circumstances.
Are you a certified financial coach?
No. There are Certified Financial Planners who have extensive training and can offer specific investment, tax and estate planning advise. I do not do that. We'll work on solidifying your budget and create an overall financial plan, but I recommend finding an expert in each category to work with. They specialize in their own field and can best serve you in that area (lawyer, investment advisor, CPA, etc.). I am a Dave Ramsey trained Financial Coach. Completion of this training does not make me an employee or agent of Dave Ramsey, nor give me the right to speak for or bind him, nor constitute an endorsement by him.