FINANCIAL SERVICES
FINANCIAL COACHING
There are many key principles needed to manage your finances. We strive to provide our clients with the guidance and encouragement that will improve their overall financial health by making positive changes to financial behavior. As a financial coaching client you will be provided the following services:
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A consultation to assess your personal strengths and weaknesses that contribute to your spending habits.
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a comprehensive budget customized for each clients individual goals.
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Assessment and recommendations for insurance coverage, debt management, savings etc.
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Crisis Coaching: This service is designed for those in crisis mode:
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Behind on bills (rent/mortgage, utilities, car, etc.)
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Facing disconnection of utilities
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Nearing auto repossession
We will address the immediate issue(s) and put together a course of action to help you get back on track.