FAQS
Below are answers to some common questions I receive about my services.
WHAT IS FINANCIAL COACHING?
Once we get to know each other, we'll take an in-depth look at your money situation. As the client, you decide what areas you'd like assistance with. We then mutually set realistic goals and measure progress. This is done through one-on-one sessions where you'll receive tools, resources, and guidance in changing financial behaviors.
WHAT ARE YOUR FEES?
Change cannot be made in one meeting, so I offer packages that last 6 months. These rates are fixed and discussed before our initial session. Request a free consultation to learn more about my current pricing.
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If you are a current YNAB user and just have a few questions, I offer à la carte sessions. You can choose to purchase one session or bundle several for a discount.
DO YOU HAVE A PHYSICAL LOCATION?
All coaching is done over Zoom, which allows me to help clients all over the country. It also allows us to discuss sensitive topics privately. I coach using budgeting apps, and it is crucial that you have a computer and the ability to screen share for our meetings.
CAN I GET HELP WITH MULTIPLE FINANCIAL PROBLEMS?
Absolutely! When we have your initial consultation, I'll get to know you and your goals. My coaching services are customizable and you as the client determine what we work on. Packages have a set number of sessions included, however there are options to add more sessions as needed.
WHAT DON'T YOU DO?
I am an Accredited Financial Counselor, which means I have the appropriate training to counsel on many financial topics. However I do not offer guidance on taxes, retirement planning or investments. Those are better suited for a financial advisor, and I'd be happy to refer you to someone in my network! I work closely with advisors to help their clients achieve their cash flow requirements to meet their larger goals.