Own Your Finances with
Financial Coaching
Our session will be
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Personalized
Our initial session will be dedicated to articulating your current financial goals and then creating a concrete action plan to help achieve your goals.
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Targeted
Everyone has pain points when it comes to finances. We’ll discuss yours, and I’ll share some tools to help you such as a budgeting and cash flow template that will also calculate your net worth.
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Integrative
Financial goals integrate both personal and business goals. We’ll look at your whole life picture to ensure all your goals align with each other.
What should I expect from a coaching session?
My job is to structure our conversation to help you identify and achieve your goals. During our conversation, I will help you to:
Articulate your goals
Acknowledge your reality
Analyze your obstacles and options forward
Action plan your next steps to achieve your stated goals
Coaching is designed to help you think through your goals and how to best achieve them. I believe that you are most familiar with your unique challenges, which means you are the best person to craft a solution!
My job is to help guide your thoughts as you consider your options. While I will leverage my MBA education and entrepreneurial experiences to ask meaningful questions that help you see obstacles or solutions that you may not have yet realized, I do not come into our conversation with a proposed solution for you to implement. I'm here to help you craft your own solutions so that you can achieve your desired financial, personal, and career goals.
Are you Stressed Financially?
Per CNBC, 62% of Americans live paycheck to paycheck; 74% of Americans are stressed about their finances.
Per Bankrate's Annual Emergency Savings Report, 52% of Americans either have no savings or so little savings that they would not be able to cover 3 months of expenses if they lose their primary job.
While these statistics are limited to the American experience, they provide an insight into the financial state of many households. Many adults are financially stressed.
While most of us don't have the ability to initiate large-scale changes to the global economy, there are ways we can take control of our own finances to lessen the stress while aligning our finances with our long-term goals.
What is financial coaching?
Financial coaching is designed to tackle your stress by helping you to:
Articulate your financial goals
Track past expenses while projecting future expenses in a detailed budgeting template
Calculate your net worth and track it over time
A financial coach does not sell any financial products, recommend investing strategies, or manage your finances (you would want to contact a financial planner for that).
Financial coaching is an affordable option to help you take control of your finances by giving you the tools to track and project future income and costs. Armed with a clear understanding of your financial goals and current financial data, you will then be in position to make better financial decisions aimed at accomplishing your long-term goals.
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It takes about 3 months to form new habits, so I recommend at least 3 coaching sessions (one per month) to help you articulate your goals, form strategies to achieve them, and begin implementing some of your action steps during this crucial time. We’ll meet once a month for one hour each meeting with a goal to have a clear action item for you to achieve after each session.
BOOK YOUR FREE CONSULTATION.
Meet your coach before purchasing anything
Assessment to articulate your personal and professional values
Analyze areas where coaching could be most helpful
Identify your urgency to reach your goals
Please complete the form below to request your free 30 minute consultation. We’ll email you back ASAP to confirm your consultation time.
FAQs
When would we meet?
You will be able to schedule a time that works best for you.
How long is a coaching session?
A standard coaching session is 1 hour.
What is the agenda for the session?
I’ll start our session asking you what your goal for the session is. I will then follow a coaching model to help you identify challenges and possible strategies to overcome those challenges in the pursuit of your goal. While I will help guide the conversation to ensure we stay on topic to achieve an action plan, you're the one setting the goals for your business and life. My job is to help you achieve them.
Where would we meet?
We can meet either virtually or in-person for those local in the Massachusetts or New Hampshire region.
Are you a certified coach?
Yes! I am a certified coach through Life Coach Training Institute.
What can you offer me as a financial coach?
My wife and I have navigated financial goals and transitions multiple times throughout our 10+ years of marriage. We’ve had multiple job changes, owned multiple homes, served as landlords, obtained master degrees (I have an MBA from Endicott College), and now started two businesses. We’ve done all this while raising our children as well. I don’t claim to know all the answers, but I’ve been through the rollercoaster of managing personal finances! I’m happy to come alongside you as you discover your best paths to obtain your financial goals.