Financial Coaching
WHAT DOES FINANCIAL COACHING PROVIDE?
Financial Coaching provides individuals and their Partners/ Spouses unbiased financial education at the times they are making critical financial decisions throughout the year.
Join us for a conversation about you, your money and how you can move further on your journey of money mastery towards financial independence.
The Financial Coaching sessions are general information and education, with the agenda set by you.
- Ask questions about money related topics you want to learn more about
- Be guided on how to get your cash flow under control (if necessary)
- Uncover hidden gaps in your current financial management that could be costing you thousands of dollars
- Cover all the areas you need to prepare and understand before you seek personal financial advice
You don’t need to have saved any money to start the Coaching process – if you use money then that is enough for you to be able to get value.
In fact, if you don’t or haven’t been able to consistently save money then that’s a terrific reason to start Financial Coaching. Consistently saving is the essential fundamental behavior to creating wealth.
Outcomes We Work Towards Together You set the agenda, so we will work towards the outcomes you define in the first session.
SOME OUTCOMES YOU MAY CONSIDER INCLUDE:
- Clarification of your vision for your current and future lifestyle
- Identification of key short term strategic milestones
- Uncovering hidden gaps in your current financial management and strategies
- Initiation of best practice habits for controlling your cash flow
EDUCATION AND GUIDANCE ON AREAS THROUGH THE GOAL SETTING AND GAP ANALYSIS. (POTENTIAL TOPICS ARE LISTED BELOW.)
- Creation of a next step action plan to money mastery
- Learning more about a specific financial strategy or investment type you’ve heard of
HERE'S WHAT A RECENT CLIENT SAID ABOUT THEIR SESSION
“Our Financial Coach is easy to talk with and in contrast to my perception of financial educators, he listens to his clients and finds options and solutions that suited our needs.
His guidance was simple, sensible and practical and helped my husband and I to make some clear decisions for our financial future. If you would like to plan for the future I would recommend you talk to him too.”
Saadia Coleman
Business Coach
-Sanina Inc.
POTENTIAL TOPICS
Listed below are some of the strategic areas often requested in these Financial Coaching sessions:
- Banking
- Car
- Cash flow management
- College Funding Strategies
- Credit
- Debt management
- Divorce Issues
- Eldercare
- Employment
- Education savings plans
- Financial Advisors
- Healthcare
- Home
- Insurance
- Investment & Retirement Strategies
- Money Saving Strategies
- Mortgage Issues
- Retirement Plan choice and optimization
- Risk identification & safety nets
- Risk tolerance and investment risk profiles
- Savings plans for short term goals
- Social Security
- Tax Questions
HOW TO BOOK YOUR SESSION
Money Mastery Mentoring is available as either:
Single Session
Three Session Package – three, one hour sessions. You set the frequency of our meetings from weekly up to monthly.
Contact us to book your session
IMPORTANT NOTE
Please note that the Coaching sessions are NOT personal financial advice. In the language of industry lawyers, the sessions are general education, information and coaching. It’s everything you need to know BEFORE you pay for personal advice.