Discovering financial freedom
We are rarely taught the basics of personal finance. Some of us are lucky and have parents that took the time to instruct us. Others might have been lucky to take a course in school. But most of us never got that knowledge.
Through financial coaching, I partner with clients to help them:
Understand the basics of personal finance;
Evaluate their current financial condition;
Develop tools, such as budgets and expense tracking, to enable better financial management;
Set financial goals; and
Keep accountable to achieve milestones.
*NOTE: I am not a financial advisor and do not provide any investment advice or decisions.
Financial coaching
My financial coaching is broken down into two approaches.
Financial Planning: This approach is a more intensive one-off coaching package where we work together to understand your current financial situation and develop action plans for you to achieve future goals. This package is a mix of education and instruction, answering your questions and concerns.
Financial Coaching: This follows a more traditional coaching approach where I partner with my clients and help bring awareness to how my clients relate to money and how to overcome blocks and obstacles that stand in their way to achieving financial freedom.
My Approach
Financial Planning Package:
Initial fact gathering - we’ll meet for 1 hour to talk about your specific questions and concerns and to gather facts. We’ll talk about debts, assets, income, and expenses.
Based on that information from our first meeting, I’ll then separately do some analysis on my own time.
Then, we’ll meet again in a week to talk about your finances and how to set specific goals. I’ll also answer your specific questions and concerns.
$750 / package
Inquire for more information.
Financial Coaching:
1 on 1 coaching around finances
50 mins session via zoom
You set the frequency, depending on goals
$150 / session
Inquire for in-person coaching opportunities or other coaching structures
Schedule a free 30 mins discovery call:
