Financial Coaching FAQs

Frequently Asked Questions

Here to help answer all of your questions about financial coaching. If you don’t find the answers you are looking for, please use the contact form to reach out to me. I’m happy to answer any questions that you have.

What is a Financial Coach?

A Financial Coach is someone who helps make handling money easier. 

As a financial coach, I help clients in a variety of ways:

  1. Get finances in order & take control of money
  2. Teach the fundamentals of budgeting, money management & personal finance
  3. Teach ways to overcome obstacles or bad money habits
  4. Make that money work! – Goal setting/planning
  5. Create a financial plan that works & reflects financial goals
  6. Empower clients to take responsibility for financial decisions
  7. Provide accountability

I currently work with individuals and families of all income levels. I don’t currently work with businesses but I’m happy to refer you to a coach within my network that does if you’d like.

Are your financial coaching meetings held in-person or virtually?

Short Answer: Virtually.

Long Answer: Outside of the current world COVID19 crisis I will be meeting with local clients in person if they prefer. For now I am meeting with all clients virtually. I use Zoom for virtual sessions so that we can see each other and also share screens as needed. My scheduling page shows what types of appointments are currently available.

What is included in your QC Call and Foundation Session?

As a financial coach I tailor each program to fit the needs and the goals of the individual client. Every client’s needs are different so no two Foundation sessions or long term coaching programs are identical.

The QC (Quick Check) Call lasts about 15 minutes and we chat briefly about you and your goals or whatever is most stressful for you regarding your finances and how I can help. I explain what I do and why. Also, I explain the Foundation Session and what to expect next if you schedule a session. 

The Foundation Session is 1.5 hour session where we dive into your current financial state, find money to reach your financial goals and set up a budget and plan. 

How can I even afford financial coaching?

You can afford coaching. The short term cost of coaching will save you money in the long run. If money is causing you to lose sleep, not be productive at work, or causing stress regularly the clarity and peace of mind I can help you find is priceless.

What are Your Rates?

QC Call – FREE

Foundation Session – $125.00

How Do I Schedule a session with you?

Click HERE to schedule a QC call or HERE to schedule a Foundation Session.

If you can’t find a time in my schedule that works for you. Please feel free to reach out via email and we can try to find a time that works for both of us:

What training do you have?

I went through the Live Financial Coach Academy in the Spring of 2020. My training has continued my training informally with Fiscal Fitness Phoenix through the Financial Coach Mastermind where I get to continue learning and growing with other financial coaches. I highly recommend their program. So, if you are interested in becoming a Financial Coach you can learn more HERE.

Also, I also have my Bachelors of Science degree in Organizational Leadership from Fort Hays State University.

Why are you a financial coach?

I became a financial coach because I saw a lot of different people struggle with money & finances. I don’t feel like our education system equips students graduating high school with the financial knowledge and skills they need to not only survive but thrive as adults. There are a lot of parents doing the best they can to teach their kids everything they need to know but maybe they aren’t equipped with all of the financial know-how themselves.

Why would anyone need a financial coach?

I regularly get the question “Isn’t money just common sense, why would anyone need a financial coach?”. You can compare financial coaching to most other types of coaching – fitness, business, life, etc. Majority of the population can get by doing things themselves, learning from the internet/YouTube and they have enough skills/information to complete the task. Some people WANT a coach in different areas of their life for accountability, to learn where they have gaps in their knowledge, to reach their goals faster, or to learn specific skills. It is true that only a small percentage of the population NEED coaching but there is a large sector of the population that might WANT (and can benefit from) coaching in an area of their life including their finances.

Is a financial coach the same thing as a financial advisor/planner?

One thing I don’t do as a financial coach is sell investments. I am happy to support my clients in the process of investing by referring you to a qualified, licensed financial advisor for that portion of your financial wellness. As a financial coach I help you find the money to invest and a financial advisor guides you on how to invest it.