COACHING PROCESS

How Does the Program Work?

One-on-One

Your coach will work with you, one-on-one, to help you identify your financial goals, create a plan, and track your progress.

Personalized

The coaching relationship starts with you. Your financial coach will join you on your financial journey and help you determine the financial tools you need to complete that journey. Your goals are what matter.

No Cost to You

The financial coaching services are offered at no cost to you and with no strings attached.

Welcoming

Your coaching sessions focus on developing solutions and progress towards your goals – never blame, shame or guilt.

Flexible

Meet with your coach at your convenience as often as needed. Coaches have flexible schedules and can meet in person, by phone, or through video conference. You set the agenda and pace of meetings.

Private

Your sessions are private. Your coach will not share any information about you with anyone without your permission.

Wish to learn more about our coaching program?

Our Coaching Model

Our coaching model puts you first. Rather than give you advice or directions, we help you choose your own path, and provide the tools, resources, and support necessary for you to reach your goals.

Here's our approach:

  We will determine how we will work together and what you need to be successful.

  We will help you explore your values and determine what is important to you relevant to your financial goals.

  You decide what you want to do, how you want to do it, and when.

  You determine how we keep you on track and help plan as you incorporate your plan into your life.