Ever wondered about the people who help others overcome money struggles? The guides who walk alongside people with a personalized plan for their finances?
Working with a Dave Ramsey Solutions Master Financial Coach, like myself, can get you where you want to go with your finances.
My highest priority is to guide, equip and encourage you to make the best financial decisions for you. The sessions are effective.
If you’re looking for face-to-face, personalized help with your money, I am exactly what you need. Fill out the form below, and I’ll connect with you, within 24 hours!
What to Expect During a Financial Coaching Session
Want to meet with a financial coach, but not sure what to expect? Maybe you’re nervous about seeking help in the first place. That’s understandable.
The good news is financial coaches aren’t counselors. They won’t rehash your mistakes and dwell on what went wrong in your past. Coaches focus on the future. They want to give you a specific, achievable plan for your particular situation.
To give you a clear picture of what to expect from your time together, I want to walk you through a session—before, during and after.
How to Prepare for Your Session
Don’t worry about gathering years of tax documents and bank statements before your session. I will email you a few simple forms to fill out and submit beforehand. Easy peasy.
So what’s on these forms? One is a short money snapshot and the other is a basic budget. The money snapshot tells me how much you earn, how much debt you owe, and your top concerns or questions for the session.
The budget is a list of everything you spent last month—from your water bill to your student loan payment. The best clients are those who fill out their forms accurately. That means no best guesses.
And don’t be shy or feel ashamed. You can trust me like you trust a friend. Plus, I can only help you if I know exactly what’s coming in and what’s going out. So be honest.
What Will Happen During Your Session?
When you arrive (or call in via phone or Skype) for your session, I will have already reviewed your forms. After getting to know you for a few minutes, I’ll dive right into your most pressing financial issues.
Since every client has different needs, every coaching session will be different. Some topics, however, overlap, like communication, debt elimination and saving for education or retirement.
The majority of clients also need to focus on creating a realistic budget. That means thinking about purchases that frequently bust bank accounts, like birthdays, vacations and even Halloween costumes. I want you to plan for these expenses instead of forgetting about them and falling back on credit.
What You’ll Walk Away With
Successful clients move the needle as soon as possible after their session. That’s why I will give you action steps to follow almost immediately.
These might include tweaking your budget, creating a debt elimination plan, and setting goals for the next few years. We might also brainstorm additional income opportunities to pay back debts faster (a second job) and smart ways to stay out of debt in the future (in-state college for the kids).
Keep in mind that you won’t leave your session with all your issues magically solved. But you will leave equipped to solve them yourself. Think of me as a personal trainer. I will show you what to do and how to do it, but the heavy lifting is up to you.
And the payoff? When you realize you did it—all by yourself.
Click here to setup a coaching session, today!