What’s
the difference between financial coaching and financial advising?
Financial
coaching focuses on helping you develop habits, create budgets, and plan
for goals. Financial advising typically involves investment strategies
and wealth management.
Who benefits most from financial coaching?
Financial
coaching is ideal for individuals or couples who want to gain control of
their finances, set achievable goals, and develop lifelong
money-management skills. Whether you're just starting out, navigating a
life transition, or looking to build financial stability, coaching can
help.
Can we customize a coaching plan for my unique needs?
Absolutely!
Every client’s journey is unique, and we tailor our services to fit your
situation.
Do you work with specific groups of clients?
Yes! While I work with a variety of individuals, I have a particular passion for helping couples navigate shared finances and supporting educators in effectively managing their resources and planning for a secure financial future.
How long does it take to see results from financial coaching?
The
timeline varies based on your goals and starting point. Some clients
notice improved clarity and confidence after just a few sessions, while
long-term changes, like paying off debt or building savings, may take
several months. We'll work together to set realistic milestones and track
progress along the way.
What if I don’t have a lot of money to work with?
Financial
coaching is especially helpful for those working with limited resources.
We’ll focus on maximizing your income, creating a realistic budget, and
finding ways to make your money work harder for you.
How much time should I set aside for coaching sessions?
Sessions typically last 60 minutes. In addition to the session itself, clients should expect to dedicate time between sessions to implement actionable steps, complete assigned exercises, or reflect on progress. These "homework" tasks are essential for achieving your financial goals and maximizing the value of coaching. We'll ensure that all tasks are manageable and aligned with your lifestyle.
How do virtual coaching sessions work?
All
sessions are conducted via secure video conferencing. You'll receive
follow-up notes and resources to support your progress.
Is financial coaching confidential?
Absolutely.
We take your privacy seriously and ensure that all your personal and
financial information remains confidential.
"It’s not about how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
— Robert Kiyosaki
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