FAQ’s
- What is Financial Coaching?
- How does coaching work? What can I expect from a personal coach?
- Why do I need a coach to work with me? What are the benefits?
- What happens in a coaching session?
- How long do clients work with you?
- How much does financial coaching cost?
People seek coaching for different reasons: from needing information and little guidance (do-it-yourselfers) to those that need considerable guidance and long term support for some difficult situations and those that just need to challenge themselves to be sure they are on track in accomplishing future goals and desires.
With our support you’ll learn how to:
- Become a more effective money manager
- Eliminate debt
- Save for future needs and wants
- Achieve much better financial and investment results
- Stop living on the edge and gain peace in your life
How does coaching work? What can I expect from a personal coach?
We get to know you personally, sometimes asking tough questions to get to the heart of your money issues.
- For Financial Coaching we address all the practical issues of how you manage your money: such as balancing your checkbook, reconciling bank statements, developing a budget, repaying your debt in a more effective manner, learning how to save for the future, paying cash for an automobile, etc.
- For Career & Life Coaching we look into not only finding a job, but rather planning your life and fitting a job that you are passionate about into it. We will focus on clearly defining goals in seven different areas of your life. Sometimes in the midst of a change, crisis or decision we are too close to the situation and can’t see outside to get a clear path.
Working together we can:
- Identify your unique needs and desires
- Develop a personalized action plan to point you in the right direction and give you confidence as you work your plan
- Discover a Career transition to follow a true passion or lifestyle
- Help you to clarify and focus on your vision for your future
- Help you to live your life financially worry free
- Help you enjoy more time spent with family and friends
Why do I need a coach to work with me? What are the benefits?
Sometimes just taking the first step is the hardest. Picking up the phone to schedule your first appointment may be just the therapy to relieve some of the stress in your financial and career world. Just know there is someone you can trust out there to help you make sense of it all is a huge comfort.
We will help you:
- Feel at ease and not embarrassed
- Gain confidence, knowing there is a friend to guide you
- Learn how to manage your money, and gain control of your life again
- Bridge the gap between where you are and where you want to be
- Create or launch a new business—one that you love
- To celebrate your victories!! (This is the fun part!)
What happens in a coaching session?
The first coaching session (depending on the option you choose) usually will last up to 2 hours. We can do it over the phone, but we prefer to meet you in person, at least the first consultation. During this first session, we listen to your story, review the paperwork information we required you to bring, find out your needs, and start to develop your personal action plan or strategies. We also want to find out what you hope to achieve from working with us, and modify our coaching option if needed to accomplish your goals in the timeliest fashion.
You can expect:
- To gain helpful wisdom and practical advice on how to solve your issue work towards a doable plan of action
- Receiving a detailed summary of suggestions or strategies from our meeting to be a constant reminder
- To do some homework through the process. Those that gain the most from this process work on their action points before we meet again.
- That we will always just be a phone call or email away, if you ever need to ask a question, or get some encouragement
How long do clients work with you?
Studies show that to formulate a good habit or discipline into your life, it takes a minimum of 90 days to reinforce it. Based on this fact, we encourage our clients to get the most from our coaching service by signing up for 3 to 6 month process.
As long as you feel you are receiving a valuable service and desire to gain more out of the relationship, we will continue working with you into new areas of development and discovery. The choice is up to you!
We will promise to:
- Provide you with the necessary tools to help you succeed in the shortest amount of time
- Keep all of your information private
- Give you the best we have to offer
- Be totally honest and objective
We try our best to structure our fees so everyone is happy and make it affordable to you. We take into account your unique life circumstances when putting a package option together for you. Realize, that the benefit is if you follow our plan like we suggest, you will more than likely save money like never before, thus paying for itself.
Take the first step and remember:
- We offer you a no risk, free 30 minute consultation before any agreement is even made
- Our desire is not to put you in more financial bondage, but to help free you from it
- We offer a Satisfaction Promise: If you don’t begin experiencing the improvement we show you is possible, and you have faithfully worked your plan—then you decide your appropriate fee
- This process is not just about money…it’s about you!
