One-on-One Financial Coaching

There is a lot of financial information out there. Numerous websites are geared toward specific facets of personal finance, while others provide a general overview of personal finance topics. It can take days to sift through all the information and it’s easy to be quickly overwhelmed.

As your coach, I help you sift through all that information and apply it to your specific situation. I am here to guide and support you during your entire financial journey. We focus on what you are doing and what you can do, not on a solution made for someone else.

Each coaching session includes:

  • A one hour meeting where we discover where you are in your financial journey and decide together how to move forward
  • One follow-up email after the meeting (Here’s a summary of our meeting.)
  • Up to two check-in emails (Hey, we talked about xyz at our meeting. How are you doing with that?)

One of the purposes of financial coaching is to help you find those expenses that you can reduce or eliminate so you can free up your money for more important things. We know that adding one more expense to your budget can seem impossible and that’s why our coaching fees are based on your gross income, not on a flat fee that could be out of reach. To discover what you might be paying per hour for financial coaching with us, add up your household’s monthly gross income (that’s the money you make before taxes and deductions), multiply it by 1.5% (0.015), then round up to the nearest $5 increment. For example, if your monthly gross income comes to $4200, your hourly coaching fee would be $65. Coaching fees range from $30 – $130 per hour.

Interested in getting started? Schedule a meeting here.