Financial Coaching

Are you facing these challenges?

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Paycheck to Paycheck

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Overwhelming Debt

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Lack of Savings

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Future Insecurity

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Poor Spending Habits

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Financial Knowledge

Tackle Your Challenge

How Coaching Works

Evaluate Your Financial Field

Pinpoint the areas where money causes you stress

Providing you with forms and questionnaires that uncover your financial experiences, mindset, and habits.

Write out your financial numbers

Write down your expenses, income, and spending habits in a budget

Create a blueprint for your goals

Create steps that will help you reach your goals

Assist You with the Game Plan

Answer questions

Giving you options to reach out and ask any questions

Create accountability

Walking alongside you throughout the process to give you that accountability you may need

Offer understanding and objective support

Struggling with impulsive spending? Reach out to me when you need someone to keep you on track.

Getting You Game Day Ready

Create better habits

Transforming your money habits to better align with your goals.

Create a tracking system for your numbers

Monitoring your finances to establish a clear sense of control and direction over your spending and savings.

Giving you confidence in your money decisions

Establishing control of your money will allow you to feel confident when making future money decisions

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"No discipline seems pleasant at the time, but painful. Later on, however, it produces a harvest of righteousness and peace for those who have been trained by it."

Hebrews 12:11

Working Together

Kickoff Q&A Call

Complimentary Call

Book this free 30-minute call to get your questions answered about financial coaching and how to start with a Money Matthew session. I’ll help you determine if coaching is the right fit for you and provide clarity on the next steps. There’s no cost, no pressure—just an opportunity to gain valuable insight into your financial future!

Call Length

30 minutes

No Cost

The Huddle Session

One Time Session
1:1 Coaching

This session is designed from a to provide you with a comprehensive understanding of your overall financial situation. We will work together to create action steps to improve your finances and streamline your money. Additionally, we will design a plan that reflects your values and financial goals, ensuring your money is working toward what truly matters to you.

Topics
  • Establishing vision and goals
  • Reviewing current financial situation
  • Reviewing money history and mindset
  • Addressing your top concerns
Prep Work

Before our session, you'll receive some preparatory work to complete. This information helps me understand where you are financially, mentally, and emotionally. The prep work will be submitted 72 hours before our scheduled appointment, giving me time to review it and ensuring we make the most of our session together.

Session Time & Length

The 1:1 session will be 2-hours either virtually or in person depending on your location.

$300

Full Game Sessions

3 Month Sessions
1:1 Coaching

Over the course of a 3-month financial coaching program, we'll work closely together to transform your financial habits and achieve your money goals. Each session will focus on key areas of your financial life. Everything will be tailored towards your personal financial situation, ensuring that the strategies we develop are directly aligned with your values and long-term objectives. Throughout the program, we'll track your progress, adjust strategies as needed, and tackle any challenges that arise. You’ll also receive guidance on building a strong financial mindset, improving financial literacy, and creating accountability systems to ensure lasting change.

Potential Topics & Tools
  • Establishing vision and goals
  • Tracking system
  • Reviewing current financial situation
  • Reviewing money history and mindset
  • Begin changing behaviors and mindset
  • Creating accountability
  • Deeper dive into financial situation
  • Improving financial literacy
  • Addressing your top concerns
  • Addressing your money success
Prep Work

Before each session, you will receive prep work or need to complete information from the previous session. This information helps me craft a tailored plan and focus on the areas most important to you. The information will be submitted 72 hours before our scheduled appointment, giving me time to review it and ensuring we make the most of our session together.

Session Time & Length

The 1:1 session will be 1 hour either virtually or in person depending on your location. The session discussion will depend on where we are in the process.

$750

Alumni Session

One Time Session or Ongoing Sessions
1:1 Coaching

These sessions are for clients who have gone through the full game sessions. They are to help with changes in life, new goals, or need that ongoing accountability every month.

Potential Topics & Tools
  • Anything related to previous sessions
  • Tracking systems continued
  • Newly made goals
  • Keeping accountability
  • Net worth tracking
  • Continued mindset and behaviors
Prep Work

This will depend on your financial situation.

Session Time & Length

The 1:1 session will be 1 hour either virtually or in person depending on your location. The session discussion will depend on what your specific needs are at this point.

$250
Kickoff Your Future

Benefits of Financial Coaching

  • Not feeling trapped and less stress
  • Debt reduction
  • Creating a clearer future
  • Being on a clear written budget every month
  • Improved financial literacy
  • Creating accountability
  • Gaining confidence in finances

Coaching Guidelines

What's Expected+
Meeting Up+
Confidentiality+