Take control of your finances, build confidence and achieve your goals

Frequently Asked Questions

Please contact us if you do not find an answer to your question.

What Is a Financial Coach?

A Financial Coach’s role is to provide education, tools, resources, and encouragement to help clients develop positive financial habits and behaviors that increase their financial well-being and motivation to improve their personal finances.

Financial Coaching is different from the role of a Financial Adviser in that coaching focuses on behavior change, financial awareness, and goal-setting where a Financial Advisor manages investments and assists with retirement planning.

They are not mutually exclusive as many people use both a coach to help get out of debt and build good financial habits and an advisor to manage investments when ready.

Is it confidential?

100%! We review all of our client's debt/asset balances and income. No need for account numbers, logins, etc. because you are executing the plan. I am the coach. What happens in our sessions stays in our sessions, just like seeing a therapist.

How much does a Financial Coach cost?

Financial Coaching is an investment in your future and is designed to provide a return far beyond the coaching fee and even monetary metrics. Since your program is customized to you and your goals, developing the coaching plan and the associated cost will be a focus of the initial No-Cost Consultation.

If you’re trying to get out of debt, other options (like credit counseling and bankruptcy) only manage the symptoms. They don’t change the habits that got you there.

Should couples attend together?

Absolutely! In fact, it is a requirement for married couples. Learning to work on finances together with shared goals strengthens your relationship and the shared accountability helps keep you on track.

Take control of your finances, build confidence and achieve your goals

A good coach can change a game. A great coach can change a life.

Frequently Asked Questions