A financial coach is someone who will come alongside you to create a personalized strategy to pay off debt and build wealth. The coaching process will allow you to articulate your financial dreams, set goals, develop a new personal strategy while managing your day-to-day finances.
How will I benefit from a financial coach?
A coaching relationship is client focused and client driven. It consists of one-on-one sessions over an extended period of time in order to facilitate changes in patterns and behaviors which are instrumental in achieving your desired goals. We will provide you with a detailed cash-flow, debt repayment, and a wealth building plan tailored to your individual needs. We will provide bi-weekly support and motivation so that you can overcome the financial barriers that are preventing you from getting out of debt and achieving your financial goals. Our goal is to provide you with tools to help you grow and give you a positive outlook on your financial future which in turn will provide you with peace of mind.
Bridging the Gap - How Financial Coaches Differ from Other Financial Professionals
Financial Coaches are different from other financial professionals. We exist to help you bridge the gap between financial institutions (lender) who provide loans and credit (debt) and the investors who sell investment products to build wealth. Both are important players on your financial team but …
What happens when the debt load is too heavy to allow for investment savings?
That’s where we come in. We help you manage your day-to-day finances and devise a strategy for you to reduce your debt freeing up some income to build your wealth thereby securing your future. Being on a plan will reduces your day-to-day stress and give you hope for a brighter future.