Frequently Asked Questions

What is financial coaching?

A financial coach gives you clarity about the day-to-day issues surrounding money, helps you set financial goals, and puts a plan in place that serves your unique situation. My coaching services can help guide you to taking control of your money and tackling big goals. What kind of life do you want to create? Let’s take the financial steps needed to make that happen!

I’ve tried budgeting before and it doesn’t work for me.

My approach is nothing like traditional budgeting. It’s proactive and flexible without the standard, rigid, approach that you may have tried before. My system gives you a structure to work with and my coaching teaches you how to make decisions within that framework. It’s very doable!

What if I don’t live close enough to meet in person?

I work with people from all over the country. All you need is a computer and internet. I use secure web conferencing for all my meetings. We can talk, see each other, and I can even share my screen. You’ll be able to view my screen as we work through your budget, spreadsheets or other presentations.

What’s the difference between financial coaching and financial advising?

Your financial adviser has the ability to broker various products for you such as insurance, stocks, bonds, mutual funds, etc. As a financial coach, I do not sell any financial products. My sole focus is on you, the client, and your needs and your goals.

How can I afford to pay you when I already have money problems?

This is a fair question. I typically find more savings in the budget than what I charge, and more importantly, I’ll teach you how to make those savings count towards your future. This will benefit you long after we’ve worked together. And money isn’t the only factor. The emotional and psychological benefits clients experience are huge - such as less stress, a more positive outlook, more excitement about life, and a sense of confidence around money. My fee is an investment, an investment worth taking.