SERVICES

One-TIME Review

A one-time financial review allows clients to meet with a financial coach to examine the client’s finances. While reviewing a client’s finances the coach will provide insight and suggestions to help the clients make the most of their money and help provide a path to achieve their financial goals.

A one-time review session can also be beneficial before making a big purchase like a car, house, or investment property. Having good financial guidance before making a large purchase can save you hundreds, if not thousands of dollars.

ONE-ON-ONE COACHING

One-on-one coaching, or couples coaching, consists of meeting with clients for multiple sessions to discuss financial concepts, review finances, set financial goals. Once a client determines their financial goals the coach will help the client accomplish their goals, provide accountability, and discuss obstacles that may hinder the client’s progress in accomplishing their goals.

HeadSTART

Headstart is a program for young adults, ages 18-24, that provides guidance on their finances as they are finishing school and starting to join the workforce. In your early years, there are financial decisions that can really propel you forward with your finances, but there are also decisions that can severely hold you back financially. The goal of Headstart is to teach these clients about saving, spending, and investing to help them make wise decisions with their money and help set them up for a great financial future.

BUSINESS COACHING

We also provide financial coaching for business owners. While this is beneficial for all businesses, it is especially beneficial for businesses that are struggling financially or struggling to understand their financial standing. Additionally, it can help business owners make business decisions that can help grow their business.