Financial coaches tend to focus on fundamental financial needs and education. We  usually take a more personal, hands-on approach to working with clients. 

Financial advisors tend to focus on advanced financial strategies, managing wealth, and implementing financial products. Financial coaches focus more on budgeting, managing debt, and changing behavior. While financial coaches legally cannot offer investment, tax or insurance advice, we can point you in the right direction when you’re ready to take those next steps.

In a nutshell, a financial coach provides clients with a foundation for successful money management. It is our job to help you establish confidence in your money skills as well as help you identify and achieve financial goals. A financial coach works with you as a partner, but ultimately you are responsible for your success.

Our initial conversation is free and meant for us to get to know each other. During this meeting, we will assess your situation as well as make sure the relationship is a good fit for both of us. The services recommended will be tailored to meet your specific needs. 

Single Sessions begin at $75 per session.
Short Term Coaching Contracts begin at $600 for six months of service. 
Long Term Coaching Contracts begin at $1200 for one year of service.

Rates are subject to change based on the complexity of the client’s needs and service requirement.