HOW DOES COACHING WORK?

During this meeting we will dive into what your current financial situation is, what dreams and goals you have, and find out the why behind those dreams. You will leave this meeting with a better understanding of who I am, how I coach, and a recommendation on if and how financial coaching would be beneficial in your situation.

This is our first month together where we build the solid foundation of your plan. We will have 2-3 in depth sessions really diving into your financial situation; income, expenses, debt, savings, everything. With this we build your budget how YOU choose.

These sessions are generally for budget adjustments as you get used to working the plan, learning about money habits, paying off debt, and achieving your goals.

These sessions can vary quite a bit in content, duration, and frequency. Some clients continue with monthly sessions for continued education, accountability, and encouragement. Others will schedule sessions every couple months for budget reviews and ensuring they are following the plan and achieving their goals.