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Money Coaching

Money coaching (or financial coaching) does not equal financial advising. Financial advising involves managing the wealth you already have. Money coaching focuses more on educating you and empowring you to make good financial decisions that grow your wealth. It puts you in control.

Money coaching is not for everyone, and one size does not fit all. The actions people can take are limited by their life situation. The situation of an entrepreneur is often very different than a W-2 earner. I can help people optimize their situation within those limits, but I can really help people who are interested in pushing those limits.

It is helpful to have an idea of what you want.

  • Do you need accountability to get your financial life in order?
  • Do you have financial goals?
  • Do you need help defining your goals?
  • Do you want to build wealth?
  • What are your specific obstacles?

Start with the ABCs

I usually start money coaching engagement with the ABCs – assessing, budgeting, and committing. It is important for me to assess the current state of your financial situation, but it is even more important for the individual to have that clear picture of where they are. Once we understand that, we can determine the specific steps to define and reach your goals.

Assess

your financial situation

Budget

your resources

Commit

to a plan

The initial consultation is often more productive if the assessment process has already started. You can start the process right now by using these links to provide the information we use as a starting point.

  1. Money Survey
  2. Net Worth
  3. Current Spending

As I mentioned, money coaching is not a one-size-fits-all approach. No two clients will have the same coaching experience because our sessions will reflect your individual objectives and situation.

One-on-one coaching can be incredibly effective. Since one-on-one coaching is a model that trades time for money and lacks scale, it necessitates a higher price point. Luckily, financial coaching adds more value than it costs when administered by a qualified individual. If I don’t think the future financial benefits to you will outweigh the cost, I’ll tell you up front.

Flat fee coaching packages

The initial coaching program fee is $299 with tiered flat fees by package.

ABC Basic ABC Plus ABC Double
$299 Base fee
Initial consultation call
3 email sessions (ABCs)
2 one-on-one coaching calls
4 one-on-one coaching calls
Email support between calls
Additional program fee $99 $349 $599

Monthly coaching packages

The ABC packages are designed for new coaching clients and typically continue for 1-3 months depending on how we space the calls. This time is usually sufficient to design a wealth plan, getting clarity on goals, and start taking action. Once we’ve established this foundation, many choose to continue coaching on a monthly basis with a reduced call frequency and cost.

My Guarantee

I will help you achieve positive financial results in your life.

Personal finance can be a sensitive area, and it’s important that you work with someone you like and trust.

If after the first month you don’t feel like the “fit” is there, I will refund the initial program fee of $299, no questions asked.

Contact me for a money coaching consultation

Really. Send me a note. It’s free. No one’s issues are too small. I’d love to see how I can help.

During your free initial consultation, we will discuss the details of your specific situation and discuss your financial goals.

The initial consultation is helpful in determining if my services are a good fit for you.