What is Personal Finance Coaching?

What is personal finance coaching?

Personal finance coaching is regular one-on-one sessions designed in partnership with you to explore how you behave with your money so that you meet your financial goals.

Coaching is different from counseling in that coaches are not the “experts” in the coach-client relationship (though they are specialists in personal finance and money management).  Coaches have professional training to help you uncover your external and internal resources and design actions that get you closer to your goals.

Coaching is not a therapeutic relationship, nor is it effective if you are in financial crisis. Coaching is right for you if you are looking for support and open to reflection while you are working towards your financial goals and practicing positive financial behaviors.  

Coaching can provide you with a much-needed boost to your self-confidence and self-control along with the flexibility to change strategies as your financial situation changes. 

Personal finance coaching...

• Focuses on improving your long-term financial behaviors

• Facilitates your ability to set and achieve your financial goals

• Helps you practice new behaviors and provides monitors of those behaviors over time