Given the diverse needs of each client, I don’t provide a one-size-fits-all coaching package. Through the initial Information session and subsequent Discovery session, we’ll gain insights into your specific requirements. Together, we can determine the most suitable level of coaching for you. Typically, engagements last for at least 6 months, but we can adjust the duration based on your needs.
Being a Personal Financial Coach, one aspect I cherish is the substantial return on investment my service offers. In many instances, the work we initiate from the outset begins saving you money, and the financial education you gain becomes a lifelong asset. To assess if it’s worthwhile for you, consider asking, “Has my current approach been effective?”
If you seek assistance in managing financial investments, a reputable financial advisor is what you need. For a comprehensive approach to your finances, a financial coach is likely the best fit. Collaborating with a financial coach involves addressing all facets of your finances and identifying areas for improvement. I see a financial coach as a preparatory step before engaging with an advisor. Alternatively, after working with me, you may gain the confidence to manage your investments independently.
I work with both individuals and couples. Whether you’re part of a couple or single, my coaching is open to you. Ideally, if you’re in a relationship, it’s beneficial for your partner to be involved to some extent. If financial responsibilities primarily fall on you, we can collaborate while finding ways to keep your partner informed. While roles in managing finances often differ in relationships, regular check-ins ensure everyone is on the same page.