Private Financial Coaching

Having a fiscal plan, an understanding of money and where you want to be in terms of financial security is the ultimate goal. With personalized private financial coaching, we can determine where you are, where you want to go and how to get there.

What is a financial coach?

A financial coach is an expert in many financial topics, such as getting out of debt, budgeting, credit, increasing income, decreasing expenses, avoiding bankruptcy and smart money management. They help you with the basics of money management and provide customized strategies for your success.They will help you work through challenges you have with money and help you learn new habits around your relationship with money.

A financial coach can help you get your finances organized and to build awareness in your spending habits so we can see where your "money leaks" are. By reducing your expenses, you now have more to save or put to work in your business.

What happens in our private financial coaching sessions?

If we choose to work together, we develop a plan tailored to:

  • Your specific goals
  • Your vision of the future and
  • Things that you just simply aren’t willing to give up.

We then map out a plan of how you will get to your vision. After each coaching session, you will have assignments to complete prior to the next session to hold you accountable and help you stay focused and on track to reach your stated goals.

Workshops Begin

Monday Evenings from 7-9pm EST tele-class starting:

January 13, 2025
April 7, 2025
September 22, 2025

Workshops continue for 8 consecutive weeks

 private sessions by appointment

Client Testimonials

Thank you so much for teaching me the Financial Stress Reduction® Class. I had learned a lot and find myself noticing the negative thoughts and when I do they disappear. I was entering all my… “Jan Pacific”

Jan Pacific
Abbey Water Treatment, Inc.