Services
Do You Need a Financial Coach?
Imagine being completely debt free, having a fully funded emergency fund, and are well on your way towards a comfortable retirement. For many, this idea is just a pipe dream. The reality is that many Americans today are saddled with debt, cannot pay a $1,000 emergency fund, and will be in a financial crisis by the time they retire.
But all is not lost, our financial coach can help.
What We Do
Our coach will review your finances and provide a plan to reach your financial goals. Whether the goal is to eliminate debt or if you simply want to better optimize your finances, our coach is here to help educate you along the way. Our coach can help provide financial literacy in:
- Debt pay-off strategies (credit cards, student loans, car loans, etc.)
- Effective Budget Building
- Best practices for managing your money (emergency fund, college savings, retirement, etc.)
- Preparation for home buying
- General estate planning education
How much will this cost?
$299 – Financial Coach Service includes:
- Complimentary 30 minute consultation
- 3x one-hour financial coaching sessions
- Holistic audit of your financial situation
- Personalized plan to reach your financial goals
