A Customized approach
1-on-1 coaching provides a customized approach to helping you achieve financial stability and growth, with each session tailored to your unique goals and challenges.
Together, we’ll develop action steps aligned with your needs, focusing on practical strategies for managing debt and building a secure foundation.
As your financial journey evolves, this personalized plan adapts to ensure ongoing support and progress toward a confident and secure financial future.
See what our 1-on-1 clients have to say!
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"Since our meetings with her, we feel more confident in saying “no” to things we don’t need, and don’t feel as stressed when it comes to how something will be paid."
~ Ulysees & Kaelyn G.
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"Honest in her assessments but delivers it in a very kind manner (Truth and Grace combined)"
~ Alan C.
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"We only have one debt left and it will be paid off by early next year. Having a clear path forward has given us hope for our future."
~ Anonymous
As Easy as 1. 2. 3.
1. Personalized Financial Assessment
We’ll start with a thorough assessment to understand your unique financial situation, goals, and challenges. Together, we'll identify opportunities to improve your financial health, build a solid plan, and set realistic, achievable milestones for progress.
2. Tailored Action Plan and Guidance
Based on your goals, we'll create a step-by-step action plan that includes budgeting, debt reduction strategies, income growth opportunities, and saving plans. Each session is designed to provide guidance and accountability, ensuring you stay on track and make continuous progress toward financial freedom.
3. Ongoing Support and Accountability
Beyond just setting up a plan, we’ll work with you regularly to adjust strategies as your life and financial goals evolve. Through ongoing support, you’ll have a trusted advisor by your side, helping you navigate challenges, celebrate successes, and stay motivated to reach your financial goals.
FAQs
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Financial coaching focuses on helping you build financial skills, manage debt, budget effectively, and develop healthy financial habits. Unlike financial advising, it doesn’t involve investing advice or managing your portfolio but instead empowers you with the tools to reach your financial goals.
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No, a coach will guide and support you in making informed financial decisions, but you will remain in control of your finances. The goal is to empower you to manage your money confidently.
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All sessions are conducted virtually through Zoom, which allows us to work with anyone within the United States, providing convenience and flexibility. In the future, we aim to accommodate in-person appointments for those who prefer more face-to-face interaction.
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No, financial coaching is for people at any income level. Whether you’re working to reduce debt, improve budgeting, or build savings, coaching is designed to help you create a solid financial foundation no matter where you start.