Family Finance Coaching Maryland
 

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? Have you 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.


What do I get with Coaching? 

 
 In depth assessments to help spouses open up lines of communications, learn their financial strengths and weaknesses and help me get to know you better.

In depth assessments to help spouses open up lines of communications, learn their financial strengths and weaknesses and help me get to know you better.

 Two 2-hour coaching sessions either in-person if local or via Zoom if remote. These sessions are designed specifically for each client. 

Two 2-hour coaching sessions either in-person if local or via Zoom if remote. These sessions are designed specifically for each client. 

 All of this will lead to a working family budget, a debt repayment plan/savings plan.  *Tax refund plan included  *S.M.A.R.T. Goal setting included

All of this will lead to a working family budget, a debt repayment plan/savings plan.

*Tax refund plan included

*S.M.A.R.T. Goal setting included

 Six 1-hour check-in calls or twelve 30 minute check in calls monthly to provide accountability. 

Six 1-hour check-in calls or twelve 30 minute check in calls monthly to provide accountability. 


Your Investment

$347 One time payment

or

$175 Two Payments 

* All payments are due before the first session. If you choose to make two payments, your first payment will be a non-refundable deposit with your second payment being due at the first session. 


 

Will Coaching Work for Me?

 

I will be very honest, it all depends on your determination and ability to see the value 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.

 

How is a Finance Coach different from a Financial Planner?

 

Great question! This is one I get a lot. A financial planner is very different than a financial coach. My goal through coaching is to help you learn financial literacy basics and implement them in order for you to be a wise steward of the money God has entrusted you. Through this process I will coach you on how to create new habits like tracking your spending, using cash envelopes, saving, and paying off debts. That is where my job ends. Once you feel confident in your financial awareness and have meet your goals set you are done with me.

This tends to be where a great financial planner would pick up. Their job is to guide you in investing for the future with knowledge and products for savings and investing. 

If the process is done right we work hand in hand so you can achieve financial success!