Frequently Asked Questions

What is a financial coach?

A financial coach is a professional who provides guidance and support to individuals or businesses to help them manage their finance more effectively. Unlike traditional financial advisors who primarily focus on investment strategies, financial coaches typically work on a broader range of financial topics, including budgeting, debt management, saving for goals, retirement planning, and financial behavior modification.

Financial coaches often take a holistic approach to their clients' finances, helping them understand their current financial situation, identify their goals and values, and develop personalized strategies to achieve those goals. They may offer education, accountability, and motivation to help clients make informed financial decision and develop health money habits.

Overall, the role of a financial coach is to empower clients to take control of their finances, overcome financial challenges, and build a solid foundation for long-term financial success.

What are the benefits of using a financial coach?

Where are you located?

How do I set up a consultation or information session?

How long are the sessions?

How often will we meet?

What do you mean by "graduated"?

How many sessions will I need?

What is your cancellation and rescheduling policy?

Do you offer in-person sessions?

What happens if I see you outside of a session?