Financial coaching empowers people to take control of their own financial situation and in the end, their own destiny.
What are the Benefits of Financial Coaching / Counseling?
No more living paycheck to paycheck.
Having money set a side for emergencies.
Financial peace of mind.
Reducing or eliminating your debt (and reducing your stress.)
Creating and living on a budget. (You choosing how to spend your money.)
Working together with your spouse to achieve financial goals (and getting along!)
Having the peace and joy that comes from knowing you have a plan.
What is the Process for Financial Coaching?
Step 1 - The Consultation:
The coaching process begins with a free 30 minute consultation. During the consultation we get to know each other and learn more about your unique financial situation, your goals, and your priorities. We then discuss future coaching options so you can make an informed decision about how to best move forward toward reaching your goals. Only you can decide to take the steps necessary to change your financial future. We know that you are very busy! To better serve our clients we offer evening consultations. Click here to contact us about scheduling your 30 minute free consultation.
Step 2 – Coaching Session 1 – Foundation & Base Strategy:
This coaching session lasts 2-2.5 hours. It begins with covering foundational financial principles, and ends with you leaving with a personalized spending plan based on your situation and your goals.
"We needed some financial guidance that could be trusted and help us prepare for the future. Bryan gave us the skills and the confidences that will help us become debt free!" Matt & Jamie – Columbus, OH
This coaching session will last about an hour and is scheduled 4-8 weeks after Session 1. We use this session to measure results, encourage you, and to fine tune your plan. This session is scheduled when you are ready to get together again.
In addition, we are available for email and phone support for six months after Coaching Session #1.
At the completion of the program you will have:
A fine-tuned working budget
A plan to become debt free (not including your home), in most cases within 3 years.
Action steps that will get you where you want to be long term.
Contact us to schedule a free 30-minute consultation about our services; no obligation required. To schedule your free 30 minute consultation click here or give us a call at 740-815-3243.
Our role is that of a teacher and coach, and our job is not complete until the client understands their finances and the direction in which they need to go. We do not sell investments, insurance or other financial products, so we can approach our client’s goals with their needs in mind, not ours. The principles taught in the coaching sessions and the seminars are the same principles we use with our own personal finances.
It is important to remember that working with a Personal Finance Coach is part of a process, not an event, not a quick fix. It is a process where priorities are put down on paper, adjusted, fine tuned, and followed.
"We needed some financial guidance that could be trusted and help us prepare for the future. Bryan gave us the skills and the confidences that will help us become debt free!" Matt & Jamie – Columbus, OH
Our role is that of a teacher and coach, and our job is not complete until the client understands their finances and the direction in which they need to go. We do not sell investments, insurance or other financial products, so we can approach our client’s goals with their needs in mind, not ours. The principles taught in the coaching sessions and the seminars are the same principles we use with our own personal finances.