While both offer valuable financial guidance, a financial coach focuses on education, behavior change, and goal setting. A financial advisor, requires a license to give specific investment advice, sells products, and/or manages investments. As your financial coach my guidance is solely dedicated to your financial empowerment.

People work with a financial coach to get guidance and support as they gain control over their money. Whether it’s paying off debt, saving for goals, or making informed decisions, I provide personalized guidance to empower clients with the skills, strategies, and mindset needed for financial success. With a coach by their side, individuals can overcome obstacles, stay accountable, and create a path towards lasting financial well-being.

Whether you enroll in Plan & Prosper’s Power Planning Session or go all in with the Financial Confidence Program, you’ll experience a transformative journey tailored to your financial goals. This includes personalized 1:1 sessions where we dive deep into your financial situation, aspirations, and challenges. You can expect to take an active role in your progress, holding yourself accountable for implementing the strategies discussed in our sessions. Take a look at my services page for more details!

Absolutely! Financial coaching is valuable for everyone, regardless of their financial situation. Beyond addressing immediate challenges, I help you optimize your financial choices, set meaningful goals, and create a roadmap for long-term financial success. Whether you’re looking to enhance your wealth, plan for major life events, or simply ensure you’re making the most of your resources, my coaching can provide valuable insights and strategies for continued financial growth.

Consider financial coaching as a strategic investment in yourself. Investing in a financial coach during tough times can lead to long-term financial relief. My coaching is designed to help you identify and address the root causes of your financial challenges, leading to improved financial well-being. The insights and skills you gain can save you more than the cost of coaching.

While you can certainly learn about personal finance independently, a financial coach brings expertise, accountability, and a tailored approach to your unique circumstances. Coaching provide personalized guidance, proven strategies, and ongoing support that accelerates your progress and helps you avoid common pitfalls. By working together, you’ll not only save time and effort, but also gain the confidence and skills to navigate complex financial decisions effectively.

Life can be unpredictable, but to ensure effective coaching sessions and respect the time of both parties, there is a 24-hour cancellation policy. If you need to reschedule a coaching session, kindly provide at least 24 hours’ notice. Otherwise, the session will be considered canceled, and no refunds or make-up sessions will be offered. This policy allows us to maintain the integrity and consistency of our coaching relationship.

Your success in achieving your financial goals is a direct result of your commitment, actions, and willingness to engage fully in the coaching process. While I provide dedicated guidance and support, it’s important to note that your outcomes depend on the effort you invest outside of your sessions. Please be aware that we have a no-refund policy, as the value of coaching is derived from your active participation and dedication to implementing the strategies discussed during our sessions. Remember, your progress is a collaborative effort, and I’m here to empower you every step of the way.