F.A.Q.

Do you take our money and pay our bills for us?
NO. Our goal is to teach you how to handle your money rather than become financially dependent on us to do it for you. Utilizing a tailored budget will make this burdensome task much easier.

Couldn’t I just do this on my own and not hire a coach?
Absolutely. We teach, coach and mentor using the same proven principles that can be found in popular books, and heard on syndicated TV & radio shows. We are here to provide a layer of accountability that is missing in your plan right now. A coach can also inform you of different options based on your specific situation that you may have overlooked while being a mentor who provides advisory counsel where needed to help you avoid potential pitfalls.

How much do you charge?
The initial 30-minute consultation is free. At this meeting we get to know one another and determine what kind of coaching plan is needed. We charge a flat fee based on each individual client’s situation. We are confident that the strategies put in place will save you enough money to cover the cost of the fee. We do not sell financial products or receive commissions; therefore this minimizes any conflict of interest or bias and allows us to always put the client’s best interests first.

 

How can I afford to pay you if I can’t pay my bills?
We believe that the principles you learn will save more money in the long run than you paid to us in the first place. Reducing your level of stress concerning financial issues and changing your financial future is worth hiring a professional who cares.

I already have a financial advisor. Why would I want a financial coach?
A financial advisor and financial coach serve completely different functions. As a result, their services complement each other and do not compete with each other. A financial advisor assists with securities selection and building a specific portfolio. A financial coach does not invest any money for you. Instead, a coach will work with you on developing sound financial management principles that will give you the ability to make good decisions concerning your money. A coach will integrate your values into your finances, help you create goals, and develop strategies to help you get out of debt, save more for your future, or build wealth. Utilizing a coach helps you focus the dollars you are investing with your financial advisor. The advisor deals with your money and the coach deals with how you relate to and manage your money.