What is Financial Coaching
Financial coaching means providing regular one-on-one sessions with clients via Skype or Phone in order to ‘coach’ performance improvements to meet goals mutually set by the coach and client.
Coaching is not designed to be a therapeutic relationship or to manage a crisis. Coaching is well suited to asset building programs because clients often need encouragement and support to adhere to positive financial behaviors.
A coach can provide a much-needed boost to self-control along with the flexibility to change strategies as the client’s financial situation changes. Coaching is different from counseling or mentoring and focuses more on ongoing behavior change, executive attention and goal setting, and goal monitoring.
Below is our 3 Step Process:
#1- Financial Evaluation:
We will begin with an intial evaluation and analysis of your current financial situation- a recent online credit report will be utilized for this process.
#2- Customized Gameplan:
We will guide you to the best possible solution for your current situation with the goal being to help you turn your situation around as quickly as possible.
#3- Financial Freedom:
Once you have received assistance with your most pressing needs, we will now dive deeper into the root causes of your challenges with our Financial Coaching and Counseling Services
To request a Free Consultation to see if you would be a right fit for our Financial Coaching Program- click HERE
Coaching is not designed to be a therapeutic relationship or to manage a crisis. Coaching is well suited to asset building programs because clients often need encouragement and support to adhere to positive financial behaviors.
A coach can provide a much-needed boost to self-control along with the flexibility to change strategies as the client’s financial situation changes. Coaching is different from counseling or mentoring and focuses more on ongoing behavior change, executive attention and goal setting, and goal monitoring.
Below is our 3 Step Process:
#1- Financial Evaluation:
We will begin with an intial evaluation and analysis of your current financial situation- a recent online credit report will be utilized for this process.
#2- Customized Gameplan:
We will guide you to the best possible solution for your current situation with the goal being to help you turn your situation around as quickly as possible.
#3- Financial Freedom:
Once you have received assistance with your most pressing needs, we will now dive deeper into the root causes of your challenges with our Financial Coaching and Counseling Services
To request a Free Consultation to see if you would be a right fit for our Financial Coaching Program- click HERE