top of page

What is a financial coach?

Put simply, a financial coach is someone who helps others develop a plan to meet their financial goals. After a plan is agreed upon, the coach will then assist and support the client over time to hold them accountable and help them through any difficulties they experience along the way. 

Why did you become a financial coach?

I became a financial coach mainly for two reasons: 


#1- I love to teach (I've been a public school teacher for 20 years), and coaching people to be successful with their money is a form of teaching.


#2- I want to help people! Survey after survey shows that people are stressed out over their finances, and it doesn't have to be that way. Every time I hear someone talking about their money problems, I just want to sit down with them and say, "Okay, here's what you need to do..." Helping people make good choices with their money gives me great satisfaction.


That's me

So if you're a financial coach, that means you've never made mistakes with your money, right?

Nothing could be further from the truth! I've made so many financial mistakes over the years. Some big, some small. Many experts say don't ever go into debt, for example. Well, I've been in debt for all the typical reasons: car loan, mortgage, student loans, and credit cards. 


But really, folks, this is the kind of financial coach you want. Someone who knows what it's like to be in debt and make mistakes. Now I'm a lot smarter with my money, and I'm debt-free. And it feels AMAZING. I can show you how to get there.

But I've made HUGE financial mistakes. I feel like I'm beyond help.

Nonsense! Remember, countless others have made the same mistakes you've made, AND they've turned things around. When it comes to fixing your financial mistakes, here's the deal: Whether you think you can, or you think you can't, you're right.

Uhhh... what?

See, whether you can solve your money mess mostly depends on your attitude, NOT how much money you make. If someone isn't really ready to work on the problem, they won't accomplish much. 


But if you're ready to work hard, and you're determined to make some changes, you will meet your financial goals. Therefore, when it comes to accomplishing any kind of goal...Whether you think you can, or you think you can't, you're right. 

You should be a motivational speaker.

Careful about giving me ideas like that!

Okay, this all sounds good. How do I start?

The first step is to set up a free 30-minute consultation with me. We'll discuss your present financial situation, your goals, and your struggles.

But we don't even live in the same city. How will we meet?

That's okay. We'll "meet" via Zoom, a free app similar to Skype and Facetime. Or we could just talk on the phone, but Zoom is better.


After the initial consultation, if you're not interested in receiving any financial coaching, no problem. But if you're ready to work with me to get your finances in order, then we'll set up a series of monthly meetings so we can develop a financial plan and start making progress towards your goals.

Monthly sessions? Can't you just tell me everything I need to know in one meeting?

Not really. Clients who meet with a financial coach just once usually aren't very successful at meeting their goals. If we meet on a regular basis for an extended period of time, you will get constant support, feedback, and assistance. This greatly increases the chances of you accomplishing your goal.

I bet it also greatly increases the chances that you'll try to sell me insurance or something, right?

I will never do that.

Yeah, right.

No, really. I will never try to sell you insurance. Or annuities. Or stocks, bonds, etc. You know why? It would be illegal! I'm not licensed to sell any kind of financial product. I really do just want to help people develop and implement plans to help them accomplish their financial goals.


If your situation warrants it, I might recommend you buy a certain type of insurance, or start investing in stocks, etc., but I will never try to sell you any of those products. I can't.

Huh. Okay, but how do I know you can help me?

Well, that's what the free 30-minute consultation is for. We talk over your entire situation and make a plan. And probably, your financial struggles fall into one of these areas:

  • Getting out of debt

  • Stopping the paycheck-to-paycheck cycle

  • Funding your retirement

  • Paying for college

  • Insurance

  • Bankruptcy

  • Mortgages/Foreclosures

  • Effective budgeting

  • Estate planning

  • Helping newly married couples handle their combined finances

If you don't see your situation on the list, ask me about it!

Sounds good. If I sign up, how many months will we meet?

That's up to you. You can choose between 3, 6, and 12 month packages.

How do I sign up?

Just email me: We'll come up with a time to discuss your needs.

Great. I'm already a little more optimistic about my money situation.

That's the idea. Just imagine how you'll feel after you accomplish your financial goals!

Reach the Top
bottom of page