Let’s get one thing straight right off the bat —
I am not a financial advisor.
My friend’s dad called me an accountant the other day. I’m also not one of those.
I can’t tell you the specifics of how to invest your money, and I don’t have any insurance packages to sell you.
What the heck is financial coaching then?
Financial coaching is a relatively new field that’s only been around for the past couple of decades or so.
Some financial coaches describe themselves as a “personal trainer for your finances.”
That’s a pretty simple, neat way to put it. But I still don’t feel like it captures the entire picture of what I, and many other financial coaches, do.
You see, to most people, money is this elusive, complicated, stressful thing that seems to rule over our lives. We don’t understand it and, therefore, it scares the living shit out of us.
And if we’re not in control of our money, chances are it’s controlling us.
For example, you really dislike your job. Maybe your boss is a jerk, your colleagues suck, or your company just doesn’t quite grasp the concept of work-life balance.
You’d love to quit, but… money. You have bills to pay, and it already feels like you’re living paycheck to paycheck, even though you make more money than most of your friends.
There’s just no way you could leave. No way.
You need that paycheck. You’re stuck.
Destined for 40 more miserable years in an unfulfilling career.
But it doesn’t have to be that way.
You can love your work, travel, spend more time with your family, take that yoga teacher training, and not have to worry about money while doing it.
That may seem like a far cry from where you are today, but it’s absolutely possible.
And you don’t even need financial coaching to get there (though it would probably speed up the process).
Okay, but what does financial coaching look like?
My role as a financial coach is to be a teacher, accountability partner, and guide on your financial journey.
I do this by focusing on three main areas: your values, numbers, and mindset + self-development.
In order to make real, lasting change, you have to go deeper than budgets and debt reduction.
Don’t get me wrong, the numbers are important, too. But I could give you a perfect budget, and 9 out of 10 people wouldn’t follow through with it.
Because your life is more than just numbers in a spreadsheet.
I want to know what drives you.
What do you really, truly value in life? What’s important to you?
I’ll help you answer those questions and set clear goals that align with your values.
Once your values are clear, the next step is to get your money on board.
This is where we dive into the spreadsheets and tools to help you get (and stay) organized.
We’ll set up a spending plan, figure out a debt payoff strategy, build a savings cushion, and dig into all the other nooks and crannies of your money.
Mindset and Self-Development
This is where the long-term change happens: shifting your thoughts and behaviors.
It’s also the area that varies the most from client to client.
We’ll talk about your money story and uncover the limiting beliefs that may be holding you back.
We’ll also talk about exercises you can implement in your day-to-day life to help you be more mindful with your money and time.
How does the financial coaching process work?
Everything sounds good to you so far and you’re thinking, “Man, I could really use a financial coach!” Awesome! Here’s how we can work together:
Three-Month Coaching Program: If you’re serious about transforming your life, then this program is for you. We’ll work together to figure out what’s truly important to you (your values/Why), set clear, tangible goals, and create a plan to get you where you want to be.
We meet every week for the first month to create your plan and build momentum. Once your plan is in place (after week four), we’ll meet every two weeks. This way you gain confidence with your money, but you also have the structure, guidance, and accountability to help you succeed.
Accountability Coaching: This is for clients who finish the Three-Month Coaching Program and want continued support on their financial journey. Meeting frequency depends on your goals and preferences — we can meet once a week, every two weeks, or even once a month.
Both the Three-Month Coaching Program and Accountability Coaching include unlimited email support. That way when you have questions, you don’t have to wait until our next meeting to get answers.
Hiring a coach is a big commitment, both personally and financially. Your coach needs to be good at what they do, but you also have to be a good fit for one another.
If you’re ready to start using your money intentionally to live a more meaningful and purpose-driven life, then let’s hop on a (totally free) call to see if we’re a good fit.
I’m also part of a mastermind program full of amazing financial coaches. If it turns out, for whatever reason, that we’re not the best fit for one another, I can put you in contact with another coach who may better serve you.
Here’s how to get in touch with me:
To your success,