Building the Foundation

Each coaching session will be different along your journey with your finances as well as your career path. Heavy decisions will need to be made along your path of life and this is where we can help to guide you along life’s curves. Our meetings will discuss the routes of the issues you are having and design a plan that fits your needs. If married both you and your spouse must attend the sessions as a couple divide have the hardest time understanding one anothers goals. If single, I can act like an accountability partner but is still recommended to find another person you can trust to hold you accountable.

Each person or family have different starting points which we will uncover in our first one-on-one sessions that is FREE! No builds a building from the top down this is why we always start building the foundation of your finances with understanding your starting point. From their on out we will create a plan, we will discuss how to execute that plan, as well have a two week follow-up session to keep you on track.

1- Where are you?

2- What do you want out of these sessions?

3- How can I help the most?

4- Where do you want to go?

5- Who will hold you accountable?

These are some beginning questions to get the ball rolling, as we dive in deeper to why you might need a financial coach.