A financial coach serves their clients by teaching them all the ins and outs of personal finance. They help them identify their goals and give them practical steps to accomplish them. They help their clients develop a positive money mindset and make their money work for them. A financial advisor is a professional who manages a client's investment portfolio or gives advice on doing so for fee.

Personally, I have many of the security licenses that financial advisors have, and have worked with a multitude of great (and less great) FA's over the years. So if working with and FA is right for you, I can certainly give you some great tips!

With my professional history, I've had the ability to help hundreds of people, in many different situations, create successful financial plans. This means I'm going to have multiple options for your financial situation. I don't practice one-size-fits-all finance and each plan is individually tailored to you.

Holistic is a term used to refer to all aspects of a person, so unlike other programs that just focus on a 'budget' or 'paying down debt' we'll touch on all parts of your financial journey to make sure your money is working together and invested to serve you best.

Personally, my money situation didn't change until my mindset changed. This is why my program ties together the mathematical and mental aspects of finance.

I also like to focus on balance! This means making sure you have money to do what you LOVE and take the time to CELEBRATE your success!

I get it, you might be having a hard time budgeting, why add in another line item?

Here's why:

1. Your program is a personal investment, and one that will pay for itself within a few months and continue to to serve you for a lifetime in the form of:

• Mindful spending
• Investment strategies
• Systems that make money management easy
• Increase in credit score
• Increase in retirement savings
• Money mindset changes
• Decrease in interest charges or fees
• Lower stress
• Better relationships
• Improved lifestyle

2. Sometimes we have the information we need, but we're still not making the change. Working with a financial coach can help remove your money mindset blocks and keep you motivated with consistent accountability and positive reinforcement. 

3. Many of us still carry a lot of shame and guilt over money fails. This is a limiting belief that we'll help squash in your coaching program. People hire professional help -trainers, nutritionists, designers, etc. because they need guidance and want results quickly without wasting time. 

Working with a financial coach can give you faster results with your money! There is so much content about personal finance out there. In the time it would take to review it all, you could have already have completed the program and reaping the benefits for years! In other words, you get the results that you pay for.

Out of everything to invest it, shouldn't you and your financial wellness be on top?

Before we start your coaching program I'll have you fill out a short form and we'll jump on a free 20 minute call to chat and make sure we're a good fit!

After that, we'll schedule our first coaching session where I'll help you get clear about your current financial situation and create your SMART goals!

In addition to the 12 week Holistic Financial Coaching program, I also provide 90 minute strategy sessions for clients.

This is where we dig into the numbers and develop SMART goals. This is a great option for clients who need guidance on one specific topic or question. I also have clients who start here and then move into the 12 week coaching program. Either way, let's start by having a chat about your needs. You can schedule that here.