COACHING

Best for: Individuals and Couples who want to create systems and learn how to manage their finances on their own

All coaching services are individualized to meet clients’ specific needs. Examples of common coaching goals include:

• Detailed analysis of current financial standing

• Determination of financial goals and action plans

• Individualized support that helps clients follow through with action plans

• Creation and implementation of financial systems that are easy to maintain and support clients’ goals

• Financial modeling to analyze different financial options (i.e. retirement planning, debt management, income changes, savings, etc.)

• Organization systems for financial documents and information