For Individuals, couples and families.
Money means different things to all of us and serves different purposes for each of us. Many have a strong handle on their cashflow, while others may need help learning about investing. Some folks are overwhelmed by the task of figuring out their financial lives, and others may just need a little help. Whatever the current state of your finances, we’re here to help you sort it all out.
Empower yourself to take charge of your financial life. We provide individuals, couples and families with the tools to unleash their full potential. We combine hands-on education and skill building through practice to help you build a foundation for a stronger financial future. We help you figure out your money story, set sound financial goals and help you create your holistic financial roadmap to take you where you want to go.
Work alongside a coach who can aid you in identifying those obstacles, challenges and external factors affecting your goals. We’ll help you build and improve the money skills that will allow you to make better financial decisions for you and your family.
How Money Coaching Works
We’ll first conduct a preliminary session to gain insights into your financial situation and define the scope of our engagement. We’ll identify the most pressing issues and help you figure out a plan to start addressing those issues right away. We’ll then begin a conversation about your long-term goals and establish small steps you will need to take to achieve them. At each session we will work through an educational component, we’ll assess progress, answer your questions, and then we’ll determine the next steps to take. All sessions are 1 hour long and are conducted via video conference. We work with clients across the United States.
Upon completing your purchase, you will receive a link to a calendar where you will be able to schedule directly with a money coach at a time that is convenient to you, based on availability.