Frequently Asked Questions


The most common questions we are asked. Answered Here:

What is a financial coach?

A financial coach is an objective 3rd party who meets with you where you are to provide applicable financial education for your unique situation.

How is a financial coach different than a cpa or financial ADVISER?

A financial coach has education and help in mind. They approach the situation with the heart of a teacher, not the heart of a salesman with a product to sell you. CPA's & Financial Advisers are helpful in your financial journey, but a coach is objective and can help you without a personal agenda.

What does the process look like?

The process is basically this:

  1. You book a package of sessions

  2. We email you forms to complete prior to your session

  3. You complete & return those forms to us AT LEAST 48 hours prior to your session

    1. If the forms are not returned 48 hours prior to your session, your session will be canceled and rebooked only once the completed forms are received

  4. We review your forms and meet with you

  5. We will follow up on our session with options and suggestions via email

do you offer refunds?

No. We invest our time and know that you will get out of the session(s) what you put into them and much more.

DO I Need a financial coach?

No, you do not need one, but yes, you will find a coach very useful. A financial coach is not necessary to be successful, but just like many of us use trainers at the gym orfor sports or use coaches for sports or business, a financial coach can provide insights, hope, and help to reach your goals.

is THE COACHING RATE per hour worth it?

Yes. When you have a person review your situation and help you to get on the same page, you can expect to yield many times your time and monetary investment. In 2018, my average client realized a change of over $30,000!

Does my spouse need to participate?

Yes. If you are married, we will only coach you as a couple. We have found that this produces the only worthwhile results. If you believe you have a special situation, contact us with details. Otherwise, plan to bring your spouse to the session.

How Many Sessions does it typically take?

It depends on your needs, but on average people book 3 sessions. The frequency of the sessions ranges from once every 2 weeks to monthly.

can i gift sessions?

Yes, if you have a student or loved one who you think would benefit, you can purchase a session or set of sessions for them. Keep in mind, it is up to them to actually use them.

People who often find gifts of sessions useful:
1.    Engaged couples
2.    Students (high school or college)
3.    Married couples
4.    People preparing for retirement
5.    Seniors