“Financial literacy begins the process of earning more for what you know and less for what you do.”
-Linsey Mills
The Process of Financial Coaching
Financial coaching helps individuals track their income and expenses to ensure they live within their means, maximize savings, pay down any debt, and feel prepared for the future financial situations.
Financial coaching isn’t just about budgeting, debt management, and saving. It is about helping clients feel empowered to make financial decisions with confidence.
The topics listed below are ones I will cover in a general sense. While I can explain certain concepts and help you understand them, if your needs are more specific, I may refer you to a professional who specializes in that area. For example, I can walk you through the refinancing process, run some calculations to show how it might impact your spending plan, and highlight key considerations. However, since I’m not a loan officer or realtor, I won’t be able to provide precise numbers or the in depth details they could. My goal is to prepare you with the information and steps you’ll need to take before meeting with someone who specializes in these areas.
