FAQ

Financial coaching is a personalized service that helps individuals and families understand and manage their finances. It focuses on setting financial goals, creating budgets, developing savings strategies, and improving overall financial health.

Financial coaching typically focuses on helping clients develop better financial habits, achieve short-term goals, create and adhere to a budget, building an emergency fund, or assessing the current state of their finances. Financial planning, on the other hand, often involves creating comprehensive financial plans for long-term goals, such as retirement, estate planning, and insurance.

Please see the coaching page.

Results can vary depending on individual circumstances and goals. Some clients may see improvements in their financial situation within a few months, while others may take longer to achieve their desired outcomes.

Yes, I offer support between sessions via email or phone.

I may provide budgeting templates, financial planning worksheets, goal-setting tools, and access to financial management software. I may also offer educational resources on personal finance topics.

Yes your information is kept completely confidential.

During a financial coaching session, you can expect a personalized, one-on-one conversation focused on your financial goals and challenges. The session typically begins with an assessment of your current financial situation, including your income, expenses, debts, and savings.

Working with a financial coach can provide personalized guidance to help you navigate your financial journey with confidence. A financial coach offers expert advice, accountability, and practical strategies tailored to your unique goals, whether you're aiming to reduce debt, save for a major purchase, or plan for retirement. By partnering with a coach, you gain a clear roadmap, gain valuable insights into your financial habits, and receive ongoing support to stay motivated and make informed decisions. This collaborative approach can empower you to achieve financial stability and reach your long-term objectives more effectively.

No I don't provide specific tax, investing, or legal advice. However, I can direct you to licensed professionals in these areas.