COACHING

The purpose of coaching is to unlock people's potential to maximize their own performance. It is helping them to learn through teaching rather than telling them. They help to correctly set a goal and to find the best way to achieve the goal.

GOALS OF FINANCIAL COACHING

1. Set short-term and long-term financial goals

2. Become debt free and establish an emergency fund

3. Help clients become comfortable and confident with finances

4. Discuss bankruptcy, debt collection, retirement, college funds, and more

5. Provide encouragement and accountability

What I provide as a coach

1. One-on-one session with a single person or married couple (1 hour)

2. Guidance on all of the above listed financial coach goals

3. Review your current financial picture and see how it alines with your goals

4. Demonstrate basic money management using a zero-based budget

5. Provided guidance using the "Baby Steps"

6. Discover your "WHY" and how focusing on this will drive your success

7. Have follow up sessions to help you reach the goals you set.