NUTS AND BOLTS OF MY APPROACH TO PERSONAL FINANCIAL COACHING

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GOAL-ORIENTED

Our personal financial coaching sessions focus on clarifying your desired goal and developing a plan to move toward that goal. 

 

FEE-ONLY & CASH UP FRONT

I provide a fee-only financial coaching service to help clients get the most out of what they are looking for in financial coaching.

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VIRTUAL MEETINGS

All my sessions are virtual at this time, unless the client can meet me in Alamance County, North Carolina.

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The virtual approach that I use is through Google Meet, Zoom or Microsoft Teams.

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I have conducted a lot of my sessions over the phone, which seems to work almost as good as seeing someone on your screen.

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WHEN LIFE CALLS 

CALL A COACH

Financial coaching can also be used for a variety reasons.  Here are a few.  I will work with clients who are ready to purchase their first home, buying a vehicle, dealing with creditors, foreclosures, bankruptcy, estate planning, insurance needs, retirement, investments and much more.

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BABY STEPS

Because I am a Ramsey Preferred Coach, I use Dave's Baby Step approach to help the client know where they are on the spectrum of things.  The Baby Steps is a foundational framework from which the coach and client knows what the scorecard looks like.

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