What can a personal finance coach do for me?

If you're reading this, you may be wondering if a personal finance coach will meet your specific needs. There are so many different niches within the finance industry that it can be tricky navigating through them to find what you're really looking for! So here is a quick breakdown of what you can expect to get out of our one-on-one meetings.

Before we begin our first meeting, I'd strongly recommend taking advantage of the free phone consultation. This is where I can get to know you a bit and get some preliminary questions out of the way. I like to discover what values are most important to you as well as your top goals that you're trying to achieve. I also need to make sure that I offer what you're seeking. Anything that requires advice on investments, insurance, tax prep, or legal services is beyond my scope (and licensing!).

During our first one-on-one meeting, we'll go over your current financial situation. We'll take a look at your income, your expenses, outstanding debt, savings, etc. Where we go from there will depend on what your goals are. But just so that you have some concrete ideas of what this looks like, the following are areas that the majority of my clients are seeking help in, which is by no means exhaustive:

-Debt management/elimination

-Emergency savings

-Behavioral financial therapy (ex: online shopping addiction)

-Long term saving (saving for a home, retirement, moving to another state/country, etc.)

-Developing a budget and sticking to it

-Raising credit score (which is usually a byproduct of the other bullet points!)

These are just a few of the areas that can be addressed, again, based on your personal needs. Schedule a consultation today, and we'll get started!