Financial Coaching

The role of a financial coach is to help people meet their money goals. But in order to do this, coaching looks beyond the numbers to understand the behaviors and habits that shape them. By recognizing the dreams, needs, and obligations that shape financial decisions, we can create a clear and realistic plan for the future. I want to help you connect your financial choices to what actually matters to you, ensuring your spending reflects what you value most. As your coach, I’ll help you assess where you are now, where you want to be in your financial future, and then help you create your step-by-step plan to get there.

Assess

We start with an accurate understanding of your current financial picture and habits.

Dream

Next we dream about where you would like your financial future to be and what matters to you most.

You have much to give to those around you beyond your finances. Ultimately, the goal is to get you to a place where your finances aren’t hindering what you have to give, but may even enhance it!

Steward

Plan

Together, we create a realistic plan that aligns your spending with what you value most.

a house under construction with scaffolding around it

Succeed

Over time, with diligence and consistency, you will build confidence and achieve your goals!

This is not the “get rich quick” model, but it is steady, it’s proven, and it is possible for you.

Here's how we do it:

Financial coaching benefits those who:

Have financial goals but are not making progress or need the motivation, encouragement, education, or guidance to get there.
Are unsure of how to manage their personal finances well or where to even start.
Find that talking about finances is discouraging or stressful.
Are not sure where their money seems to go each month but it seems to have more control over them than they have over it.
Want to get on the same page with their spouse and have a shared vision surrounding their finances.

If this sounds like you, then, let’s talk during a free consultation.

What happens during my free consultation?

During your free consultation, my goal is for us to learn about one another to determine if financial coaching is right for you. We'll spend about 45 minutes together, and in that time, you'll share with me a bit about your current situation and where you would like to be. By the end of our time together, I'll lay out a general blueprint of how to start the journey of connecting those 2 dots and explain what coaching would look like if you decide you want to move forward. Ready to get started?

Schedule My Consult

FAQs

What is coaching?

Coaching is personalized guidance to help you manage money with confidence.

Who benefits most?

Individuals and couples wanting clear, faith-based financial direction find coaching valuable.

How long does coaching last?

Coaching length varies, but most clients work together for several months to build lasting habits.

Is coaching biblically based?

Yes, all coaching integrates biblical principles with practical money management.

How do I start?

Reach out to schedule a free consultation and discuss your goals.