Financial Coaching: How I Can Help You
Budgeting
Paying off debt
Paying off debt
At Family Finance, I provide budgeting assistance to help you set up a budget and develop good habits for living within your means. I will assist you in understanding your income and expenditures while also offering guidance on debt repayment plans and savings strategies.
Paying off debt
Paying off debt
Paying off debt
At Family Finance, I will provide you with budgeting assistance to create a personalized plan that helps you pay off your debts. I will guide you through each step, including effective debt repayment plans and savings strategies, until you achieve your financial goals.
Savings
Paying off debt
Savings
At Family Finance, I offer budgeting assistance to help you develop new habits that enable you to save money for unexpected expenses or for a vacation, whatever your goal is.
Services
Q&A Call
Discovery Session
Discovery Session
The first step is a 20-30 minute phone call so I can find out more about your needs and expectations. This way we will know if a financial coach is what you need. I will then send you a couple of forms to fill out so I can prepare for the Discovery Session.
Discovery Session
Discovery Session
Discovery Session
Before this session, I will do my homework to come up with some ideas and plans to discuss with you. The Discovery Session can be on Zoom or in person, depending on your location. At the Discovery Session I will present you with some options of how we can move forward to reach your goals.
1-Month Program
1-Month Program
1-Month Program
The 1-Month Program would be a more intense program because it is a shorter time. We would meet on Zoom or in-person for 2 hours once a week. In this time we would talk about how you are doing at changing your habits so you can reach your goals. We will discuss what needs to still change or what we need to tweak. I will help you get organized and make a plan that you can continue.
4-Month Program
1-Month Program
1-Month Program
With the 4-Month Program, we would meet on Zoom or in-person for 2 hours weekly for the first month. After the first month, we would meet every other week. In this time we would discuss the same things as in a 1-month program, but we would be able to take more time to help you make the changes in your habits together. We would be able to work on more goal setting and plans for the future.