Frequently Asked Questions

What is Financial Coaching?

People seek financial coaching for lots of different reasons. Some just need information and little guidance. Others may need considerable guidance and support to get through a difficult financial situation. If you want to win with your money, you will benefit by having a money coach on your team.

With my Coaching you'll learn how to:

Control your money with a Cash Flow Plan
Eliminate all debts and life a debt-free life
Save and Invest for future needs and wants

How much does Coaching cost?

Money Coaching is one of the best bargains you will find in your lifetime. People who learn to develop a cash flow plan, eliminate debt, save, and invest end up with what? Lots of money!

My goal is that if you follow your new game plan, your coaching will more than pay for itself and actually put money into your pockets!

Take the first step and remember:

I offer you a no-cost meeting before any commitment is made
My desire is not to put you in more financial bondage, but to help free you from it
The question is not whether you can afford coaching, it is whether you can afford to do without it.

How does coaching work? What can I expect from my Coach?

I will get to know you personally. I may have to ask the tough questions to get to the heart of your money issues. I’ll address all the practical issues of how you manage your money and give you the tools you need to win.

As your Money Coach, I can:

Help you identify your unique needs and wants
Develop a personalized Game Plan
Coach you to clarify and focus on your vision for YOUR future
Coach you to live your life with Financial Peace

What are the benefits of having a Personal Money Coach?

You may or may not realize it, but you are your team's only chance at winning at the Game of Money. No one else will make you win with money.

All great players need a great coach to guide them through the battle. As your coach I will be on the sidelines making sure you are taking the right steps towards winning.

I will help you:

Feel at ease and not embarrassed
Build confidence in yourself so you can Play to Win
Learn how to manage your money, and gain control of your life again
Bridge the gap between where you are and where you want to be
To celebrate your victories! (No Gatorade dumping, please)

What happens in a Coaching Session?

Your first Coaching Session usually will last 3 hours. During this first session, I will listen to your story, review your key financial information, find out your needs, and start to develop your personal Money Game Plan with you. I will find out what you want to achieve from working with me, and focus my coaching to your specific goals.

You can expect to:

Gain practical advice on how to solve your issue, explained in words we all can understand (no fancy financial jargon here)
Receive a detailed summary of suggestions and strategies to get you started
Do some homework during the process -- I can help you create a winning plan, but it's up to you to follow through and execute it
Have access to me through phone and email if you ever need to ask a question or get some quick encouragement

How long will you Coach me?

I will be there for the long haul as your make your financial transformation.

All coaching packages include:

2-5 hours of Face-to-Face or phone coaching & up to 6 months of unlimited email and phone support (for quick questions, brainstorming sessions, or to celebrate a win!) As long as you stand to gain from continuing to work with me, I can continue working with you on new areas of your financial plan. I'll be your coach as long as you need me, and whenever you need me.

I promise to:

Provide you with the necessary resources to help you win
Keep all of your information 100% confidential
Be honest and give you the objective advice you need to hear
To work with you to create YOUR Game Plan to achieve YOUR desired results

Move Forward Financially in 3 simple steps: