Frequently Asked Questions

What is Financial Coaching?

A financial coach is someone who can provide common-sense education and empowerment that will give people the skills they need to change their lives and in the process change their family trees!

 

How Do I Know if I Need a Financial Coach?

Too much month at the end of the money? Collection phone calls driving you mad? I make a lot of money and nothing to show for it? What’s a budget? These questions and many others may be a sign that you could benefit from a meeting with a financial coach.

 
 

I Would Like to Pay With My Credit Card

According to a USA Today article about debt, 59% of Baby Boomers have credit card debt. We want you to eliminate this debt completely from your life. Therefore only checks and debit cards are accepted as payment for coaching sessions.

Difference Between a Financial Coach & Advisor?

A financial coach is someone who is well versed in areas of budgeting, getting out of debt, avoiding bankruptcy, saving for college and retirement, to name a few. Coaches educate clients on investing terminology and how it works while financial advisors are licensed to give stock advice as well as sell investment products.

 
 

Contact Us Today to Learn More

We would love to learn more about how we can serve you!