Transform Your Relationship with Money

Financial coaching focuses on developing your mindset, behaviors, and habits around money, rather than providing specific investment advice. We work on the psychological aspects of your relationship with money to create sustainable change, helping you become more confident in making your own financial decisions. Financial advisors typically focus on specific investment strategies and products.

You might benefit from financial coaching if you experience anxiety around money decisions, find yourself in repetitive negative financial patterns, struggle to save despite adequate income, feel overwhelmed by financial tasks, or want to develop a healthier relationship with money. If you're looking to address the emotional and behavioral aspects of your finances rather than just the technical aspects, coaching is likely a good fit.

Many clients report experiencing mindset shifts and emotional relief within the first few sessions. Behavioral changes typically begin to form within 4-6 weeks of consistent practice. Lasting transformation and new habit formation usually takes 3-6 months of engagement with the coaching process. That said, each person's journey is unique, and we'll work at a pace that feels right for you.

While sharing some financial information helps us tailor the coaching to your specific situation, you control what and how much you share. We focus more on patterns, behaviors, and mindset rather than requiring detailed financial statements. Your comfort level is our priority, and we can work effectively even with general information about your financial challenges and goals.

Individual coaching provides personalized attention to your specific financial situation, challenges, and goals. Sessions are completely tailored to your needs and move at your pace. Group sessions offer the benefit of community learning, shared experiences, and different perspectives, often at a more accessible price point. Many clients find value in combining both approaches – using individual coaching for personalized guidance and group sessions for community support and broader perspective.

For individual coaching, we typically work on a package basis with payment made at the beginning of each month or program. Group programs are paid for upon registration. We offer secure electronic payment options. Scheduling is done through our online system, with flexibility to accommodate various time zones and schedules. We require 24 hours notice for cancellations to avoid session forfeiture.

Yes, financial coaching can be very effective for addressing the mindset and behavioral aspects of debt management. We help you understand your relationship with debt, develop strategies to change debt-creating behaviors, build confidence in addressing creditors, and create sustainable habits for debt reduction. While we don't provide specific legal or debt consolidation services, our coaching complements these technical solutions by addressing the underlying patterns that contribute to debt challenges.

We stand behind the quality of our coaching programs. For individual coaching, if you're not satisfied after your first session, we offer a full refund. For group programs, we offer a satisfaction guarantee for the first session. Beyond this initial period, we don't provide refunds but are committed to working with you to address any concerns and ensure you receive value from the program. Our goal is your satisfaction and financial transformation.