Frequently Asked Questions

As a financial coach I am here to help you find where issues may lie and pin down goals you are wanting to achieve. I can help you  with overall spending habits, how to organize and build a budget, create a financial plan, tips on how to build a savings and emergency fund, work on money mindset/emotions, analyze debt and create a plan to pay it off.  Often times we get stuck on managing money the same way we always have and can't get out of the cycle. I can help you with thinking outside the box, coming up with some possible other methods that have not been tried yet. 

No.  A Financial Coach will not make investments or pay your bills for you. With my service I can teach you how to make bill paying simple and stress free, I can sit with you and  walk you through paying your bills,  I can sit with you and call your creditors to make payment arrangements. I can teach you how, with you, but won't do for you. 

My main goal as a financial coach is to help people not feel embarrassed, ashamed, fear, sadness, overwhelmed or frustrated with their finances. I want to help as many people as I can learn to enjoy managing their own money, then they can teach people they know what they learned and so on. I have had so many people come to me and express their embarrassment and being judged about their money. It is not that they did not know what they were doing, it was more they just needed a slight tweaks and encouragement.  Positivity can go a long way!

No. As a financial coach I will not  plan your retirement, but can help you learn to save so you can then consult with a financial advisor to build your retirement. 

Can you afford not to have a Financial Coach? In most cases a I can help you analyze your finances to see where things could be changed to free up more money. Sometimes a simple change is enough to pay for one's financial coaching, which in return can leave you with the skills you need to better your future. 

No. Hourly rates are also available. Also, check back often on my website for fun rewards and deals going on. 

After filling out just a few questions, I will contact you to make sure we would be a good fit for each other. From there we would set up a discovery session. In the first 30 min of the session if you do not feel we are a good fit, I will refund you your session cost.  From there we can get you set up  with a package and get you scheduled or if you prefer hourly that will work too!

A 48 hour notice is required, otherwise it will still be charged. Emergencies may allow for an exception. 

Missed appointment times will still be charged, unless prior arrangements were made.

Yes, age 18 and over. Gifting to a loved one is always welcomed.  As much as we try to teach our children about money, it does not always work coming from a parent. I enjoy teaching young adults, parents, working people and retired/elderly the value of money, and the importance of saving and planning for the future. Younger children will require a parent in the room.

Let me know if I can help answer anymore questions you may have.