Financial Coaching

Financial habits compounded over the long term can make all the difference. Even when we know the right thing to do, we still do the opposite far too often. Coaching is designed for those who want to improve their financial habits with the aid of accountability from regular meetings.

Financial Coaching Process:

• We will perform general planning in our first meeting and identify together the highest impact goals to focus on. We'll discuss how best to measure these goals over time and what steps need to be implemented to work towards them.
• From that point, we will review progress monthly or quarterly in pursuit of a healthy financial foundation. We provide accountability, encourage strong financial habits, and help put guardrails in place to increase likelihood of success. Your engagement in this process will be a major driver of success and progress.
• At 6 months we will assess progress and what goals or habits are still desired. Coaching can continue from here on a monthly or quarterly basis for as long as you find the support beneficial. The end goal is strong financial habits as your foundation to then build toward the long-term goals you want to achieve! (education, home purchase, retirement, etc.)

Fees:

• $50/month – 6-month contract, then month to month
• All fees waived for relationships over $500,000