FAQs
What is a Financial Coach?
Consider us personal trainers for your financial health. Similar to how a personal trainer works one-on-one with clients to create customized solutions to meet their specific health needs, we guide you from where you are to where you want to be financially. Our solutions and recommendations are unique to you.
Can I afford coaching?
Only you can decide if financial coaching is a necessity. We all invest time and money into things that are important to us. Do you know how much money unintentionally slips through your fingers every year? We usually find our fee by plugging the holes in your budget. Are you tired of wondering where your money went?
How do we meet?
We offer coaching via Zoom. This offers privacy and convenience for our clients.
What are your fees?
Everyone's needs are unique. Fees are based on how often we meet and for the period of time. Packages and payment information are explained during the free consultation.
Do you coach together?
Yes, we believe this best serves our clients. Coaching together provides male and female, free spirit and nerd perspectives which enables us to better relate to you and your spouse. This strength differentiates us from other coaches.
Is now the right time to start?
There is never going to be a perfect time. Do you want to look back 2 years from now and wish you’d started sooner? Life is always going to throw something at you so the best time to start is now.
We're really busy, will this fit into our schedule?
Proactive and intentional choices take much less time than being reactive. Honestly, if you don’t have the time to commit to this right now it may not be the best time to move forward. Coaching is about making a commitment to make the changes you need. We’ll be here when you are ready.
What do you sell?
We don't sell insurance, investments or any other products, nor do we make a commission on any referrals we may provide. This creates an unbiased coaching relationship focused on your best interests and needs.