Financial advising for Hagerstown, Martinsburg, and Chambersburg

What is a coach?
My favorite way to define coach is someone that prompts or urges an individual with instructions. That is how I see my job as a financial coach. I prompt and urge my clients to initiate better money habits so they can enjoy more financial stability.  The instruction I provide is a mixture of life experience and education in the Accounting field and personal finance research.

Why should I pay for family finance coaching when I can't pay for my monthly expenses?
This is a question I personally struggled with when I started coaching. I have a very empathic heart and knowing my clients reach out to me in some of their worst financial times pulls on that empathy. However, scraping together the cost of coaching does two things. One, it shows you are invested in your financial future. Two, if you didn't know, filing for bankruptcy or consolidating debt is not a free process. Many times when people choose to file bankruptcy or debt consolidation they still do not manage their money well, they just have a clean slate to make messing again.

Is coaching guaranteed to work?
I will be very honest, it all depends on your determination and ability to see the value of making wise financial habits can add to your life. I can not guarantee coaching will work for everyone, no. But I do guarantee I will lay out the best possible route for you to have financial success and support you on your way, what you do with that is in your hands.

Financial advising for Hagerstown, Martinsburg, and Chambersburg

What is included:
  • Personal Consult to make sure we are great coach- client fit (20-Minutes Via Phone or Zoom)
  • Two 2 hour one-on-one coaching sessions in person or Via Zoom
  • Personalized Budget and Savings or Debt Repayment Plan
  • Google Drive Spreadsheet Personalized to track monthly spending
  • 6 Months of Accountability**
  • We utilize biblical principles when learning about money principles and habits 

Investment $347.00

**Additional months of accountability can be added at $20.00 per month

Family Finance Coaching is a 6-month journey that includes both spouses and me your finance coach. The framework for building financial stability is simple, navigating it in real-life is hard. Have you written down a budget on paper and in two weeks you were already off track or committed to spending less but resort to old habits quickly? Having a coach alongside you increases your success rate and helps you manage all of the unknowns in the financial world. 

Who can Coaching Help?
  • Budgeting Novice- Rather young or old if you are new to budgeting and looking for guidance coaching is a great option!
  • Transitions- There are many important financial transitions in a lifetime: from student to the first-time employee, from single to married, from couple to parent, from employee to retiree, and so on. Having an unbiased and new set of eyes to guide you on your financial journey can be very helpful.
  • Debt or Savings Planning: It is very common to get stuck on a financial plateau. You have a budget, are making minimum debt payments, and putting a few dollars away in savings but are not making the progress you wish or want too! Seeking a financial coach can be the perfect option to help you formulate a game plan to reach financial security. 
All Services can be provided remotely. 

Financial advising for Hagerstown, Martinsburg, and Chambersburg

If you are looking for help and accountability to set financial goals Financial Goal Setting may be the best fit for you!