Coaching

"Each person holds so much power within themselves that needs to be let out. Sometimes they just need a little nudge, a little direction, a little support, a little coaching, and the greatest things can happen." - Pete Carroll

What is Financial Coaching

Financial coaching provides one-on-one non-judgmental personalized support and encouragement to help you reach your financial goals.

A coach will work with you to:

  • Identify financial goals
  • Make a game plan for attacking and reaching those goals
  • Monitor progress, encourage, and help you succeed financially

Why work with a Coach?

  • Do you feel stressed about your financial situation?
  • Are you unsure what to do or where to turn to learn about your finances?
  • Do you struggle to stay focused on your financial goals?
  • Are you lacking a financial game plan to succeed with your money?

If you answered "YES" to any of the questions above and are ready to take control of your finances you would benefit from having a coach.

How do I get a Coach?

Contact us today to request a coach and set up a free consultation. Be prepared to fill out a coaching intake form that will provide your coach with some background information on your situation so together you and your coach can be prepared to hit the ground running toward the ultimate goal, Your Financial Happiness.

Identify Values

Set goals that align with your values

Establish a plan to reach those goals

Implement habits to help you stay on track

Monitor and track progress