Benefits of Financial Coaching
Reduced Financial Stress
With a clear and customized plan in place, you’ll experience less financial stress, allowing you to focus your time and energy on the things the matter most.
Overall Increased Health
Chronic stress increases the risk of conditions such as heart disease, digestive issues, weakened immune system, weight gain or loss, anxiety and depression, sleep problems, mood changes, and cognitive function. Reducing your financial stress will significantly increase your overall physical and mental health.
Control Over Your Money
Active budgeting puts you in the driver’s seat, giving you control over your money vs. being a passenger and not knowing where your money is going.
Personalized Attention
Receive real-time support for when life happens and you’re faced with a tough financial decision. Regular email support and communication in between coaching sessions. Gain an enthusiastic cheerleader who will celebrate all the big AND small wins.
Healthier Relationships
Money Management is one of the most common arguments that occur within families. Having an agreed upon plan with lessen tension, thus creating healthier personal relationships. This can also lead to healthier relationships in the workplace.
Clarity
Gain clarity on your spending and goals. Learn where your money is going vs. where you want it to go. Create a budget and set goals based on your values and what’s most important to you.
Your Client Journey in 6 Easy Steps!
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Your financial journey begins with a complimentary 20-minute call to ensure that I am a good fit for your needs. We will discuss your pain points and goals, and what brought you to seek out coaching. I will also answer any questions you may have about coaching and the process.
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This 2-hour session is the first step to gaining clarity and confidence with your finances. This focused time can make a big difference if you are unsure where to start or need a reset on your financial habits.
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After booking, you will receive required prep work via email. It will include a questionnaire where you will have the opportunity to share your feelings about money and your journey thus far. It will also include a worksheet where you will provide key financial information. Completing this prep work allows me to thoroughly prepare for our session so that our time together is productive.
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Once you submit your prep work, it is time for me to get to work! I will review your financial details, make notes, and begin creating your unique plan based on your goals. I might also reach out if further clarification is needed.
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During your 2-hour coaching session, we will discuss the basics of budgeting and why it's the first step to tackling your finances, as well as your "why" for seeking out coaching. We will take a deep dive into your current financial situation and examine areas for improvement. By the end of the session, you will gain clarity on your spending and overall finances. You will walk away with the exact action steps you can take to start working towards your financial goals.
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With ongoing coaching, you will take action and overcome obstacles more quickly and easily. I will be by your side every step of the way to answer all of your questions, keep you accountable, and cheer you on as you progress through your financial journey. I will guide you on building a budget based on your values so that you can live with intention and lead a thriving life.