Frequently Asked Questions

Financial coaches help you reach your goals by teaching money management skills that are relevant to your situation.

A Financial Coach can help you...

• Understand your income and expenses 
• Create a realistic budget 
• Outline a financial plan with your goals and dreams in mind
• Understand how emotions impact your finances
• Start an emergency savings fund
• Manage debt 
• Understand your checking and savings accounts, how to use online banking, and their fees 
• Understand your credit report and repairing credit 
• Prepare to buy a home or car 
• Learn how to reduce the risk of identity theft
• Understand safe and affordable housing options
• Prepare for and recover from disasters

A Financial Coach should never...

• Give investment advice 
• Build an investment portfolio 
• Manage your assets

Complimentary coaching sessions are available through December 2024. Starting January 2025, sessions will return to an hourly rate of $130 (subject to change). Qualifying individuals may access lower rates. 

Anyone 18+ can benefit from financial coaching. For high school students, I am preparing a semester long course with a goal launch date of Fall 2024. 

I am a self-taught financial coach working towards earning The Accredited Financial Counselor (AFC) certification and learning The Trauma of Money Method™.