Personal Finance Help

Many people do not have an understanding regarding personal finance, that is, managing the financial aspects of their households. This includes understandings such as beating inflation, developing/sticking to a budget, paying down debt, creating an emergency fund, planning for college, planning for retirement, using credit cards strategically, and investing. Unfortunately, effective financial skills are no longer taught in school and for many of us, not passed down from our parents.

CONFIDENTIAL, free 1-on-1 coaching is available with people who have proven themselves in this area. Please take advantage of this by filling out this form.

Once you fill out this form, you will receive a phone call from one of our coaches to set up a meeting time.

What to Expect at your first meeting:

Materials:

Bring the following to your first meeting:

Income streams and amounts
3 months of bank statements, preferably not Nov & Dec
3 months of credit card statements, preferably not Nov & Dec
Questions you may have

Meetings:

1. You and your coach will have an initial meeting to review your materials and create a plan.

2. You and your coach will decide the best course of action and meeting frequency.

Confidentiality:

We know that signing up for this process can be fearful and overwhelming. Our coaches are here to help you without judgment. Everything discussed in your coaching sessions will be kept confidential.