IS FINANCIAL COACHING FOR YOU?

Book a complimentary consultation now.

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DETERMINED

You are committed to getting your financial life on track.

AVAILABLE

You show up with your whole self.

READY TO CHANGE

You are ready to change your present, so your future looks better than today.

SCHEDULE A COMPLIMENTARY CONSULTATION

All meetings are held through Zoom video conferencing.

Click below for availability.

 
 

WHAT IS FINANCIAL COACHING?

Want to learn to stop stressing about money? Make a money plan and learn to stick with it through financial coaching.

As a financial coach, I get you on the path to fulfilling your financial goals. Here's a few topics we can tackle:

  • Budgeting and sticking with it (harder than it sounds!)

  • Money in relationships

  • Dumping debt (as quickly as possible)

  • Preparing to buy a home

  • Planning for retirement

  • Living as a retired person

  • Lowering your risk of financial catastrophe

Financial coaching is not like financial planning or advising. We will not be picking out funds together. Instead, financial coaching is more like intense behavioral therapy by focusing on:

  1. Perspective change - see your money in a different way

  2. Knowledge transfer - know how to use our financial systems

  3. Accountability - get someone in your corner to check up on the action plan we create

These three pieces make up financial coaching. You get the peace that comes with knowing you can meet your financial goals, because you know why you make the spending decisions you make, you're equipped to change your habits, and you have regular accountability to track to your goals.

 

If financial coaching sounds right for you, schedule a complimentary consultation and get started today!

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BUDGET MAKEOVER SERVICE

30 Minute Budget Sessions

Maybe you don't know where you're going wrong in your monthly cash flow or you keep having unexpected expenses coming up. Maybe you're already intensely trying to pay down debt, but you need to find some more wiggle room.

 

After a 30 minute session, you will: 

  • Understand your cash flow

  • Get personalized feedback

  • Take action with best budget practices

  • Understand the root cause of your money issues

 

This service is not for the faint of heart. Expect total, direct honesty. Are you ready?

GROUP  

FINANCIAL COACHING

60 Minute Sessions

Sometimes, you need guidance, accountability, and encouragement. Our group financial coaching provides just that.

 

In each group coaching session, we focus on encouragement, knowledge transfer, and accountability. We stay true to our Saver Street Steps to Financial Security, answer questions you have along your journey to financial freedom, and provide an encouraging group setting to keep you accountable, so you can make the change you're looking for.

 

Join us every two weeks for practical guidance, accountability, and encouragement.

PERSONAL

FINANCIAL COACHING

60 Minute Sessions

Life throws many surprises at us, and while we cannot control everything, we can take control of our financial futures. With personal financial coaching, you’ll get completely personalized financial guidance.

 

Saver Street helps you learn the cause of your spending habits and how to overcome them. Find out where your money is going, why you spend the way you do, and how to change your financial future. In each session, we focus on perspective change, knowledge transfer, and accountability. That means we'll get you to think about money from a Saver's perspective, know how to work within our financial system, and stay accountable for the change you want to see.

 

Join me for practical guidance every month.

EMAIL ME

Want to ask a question over email? Email me here.

 

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