Financial Coaching: Family (4 max)

Service Description

Why Do You Need a Financial Coach? Working with a Financial Coach is all about you. It’s all about developing a vision for your financial life. The financial coaching individual package includes 6–45-minute one-on-one weekly sessions for four family members. Some sessions will be held individually and some as a group Your coach with work with your family to identify; Goal Setting - We help our clients identify their short, mid and long-term financial goals and create a road map to achieve them. Vision - We help our clients develop a vision for their financial lives by creating a personalized financial plan that is tailored to their unique situation and goals. This plan can help you prioritize your spending, reduce your debt, and build your savings. Budgeting - We help our client create a budget. Budgets act as guardrails, guiding your spending. By allocating resources wisely, you make the most of every dollar, ensuring stability and financial security3 Debt plan - We help our clients create a personal debt management plan (PDMP). Creating a PDMP is an empowering step toward financial stability. Consistency and determination are key in paying-off debt eg. mortgage, credit cards, auto loan, student loans, and other forms of debt. Education - We educate our clients about financial literacy and the different components such as credit building, debt management, budgeting and savings. Accountability - Our clients are held accountable for their financial decisions and progress towards their goals. This include regular check-ins and adjustments to their plan as needed.