Financial Coaching
One-on-One Financial Coaching Options
Basic Coaching:
This session is right for you if you are:
- Adrift financially, with no clear goals or realistic budget
- Unable to understand and/or communicate financial matters as well as you’d like
- Worried about the amount of debt you are carrying
- Consistently having trouble making ends meet
- Cannot agree with your partner about spending and budget
Ann, a trained coach with the heart of a teacher, will assess your situation, help you design a cash flow plan (budget), establish a plan for paying debts, and address any needs unique to your situation. This package begins with an initial 2-hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Crisis Coaching:
Job losses, medical emergencies, foreclosures and repossessions, divorce, creditors calling or are considering bankruptcy; these are financial crises that demand special attention. When you are distressed and don’t know where to turn, a compassionate and caring financial counselor can give help and hope while facing these financial crises.
This session is right for you if you are:
- Worried about the amount of debt you are carrying
- Consistently having trouble making ends meet
- Being harassed by creditors or collectors
- Facing lawsuits, judgments, foreclosures, or repossessions
- Thinking seriously about bankruptcy for any reason
This package begins with an initial 2 to 3 hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Wealth Builder Coaching:
This session is right for you if you are:
- Out of debt except for (or including) your mortgage
- Focused on future planning
This future planning coaching includes planning for retirement and/or college funding investments, insurance, will and estate planning, and life-change issues (career changes, continuing education, selling a home, etc.) We will also review things already in places such as investments, insurance, will and estate planning to make sure the family/individual is on tract to meet their goals. This passion begins with an initial 2-hour session and two 1-hour follow-up sessions over the next 6 months with limited email support.
Pre-Marital Financial Coaching:
This session is right for you if you are:
- Engaged or newly married
- Want to learn how to communicate with your partner about money
- Want to establish a plan for giving, saving and spending
- Want to start your marriage off on the right foot with sound financial understanding
- Want to plan for the future by setting financial goals together
This package begins with an initial 2-hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Hourly Coaching:
These sessions are available at an hourly rate. We recommend these for anyone who is out of debt and who seek additional information about planning for individual goals and have specific questions.