Financial Coaching
Budgeting/Spending Plans
Budgeting/Spending Plans
Budgeting/Spending Plans
The Process and What to Expect
1 Schedule an Appointment
Fill out our Financial Coaching Appointment (https://na2.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=7f73a10a-7706-445a-b136-7bc08383aa87&env=na2&acct=a6a66809-20d8-4713-94a7-3347ad11d218&v=2) form. One of our certified coaches will contact you for any additional info
The Process and What to Expect
1 Schedule an Appointment
Fill out our Financial Coaching Appointment (https://na2.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=7f73a10a-7706-445a-b136-7bc08383aa87&env=na2&acct=a6a66809-20d8-4713-94a7-3347ad11d218&v=2) form. One of our certified coaches will contact you for any additional information and to set up your first appointment (walk-ins not accepted).
We offer in-pers
on and over-the-phone coaching sessions. You can expect your session to last approximately 1 hour, although it may differ depending on your personal situation.
Saving Plans
Budgeting/Spending Plans
Budgeting/Spending Plans
Bring Some Documents
We may ask that you bring in three months of financial statements so we can get a better idea of your income, debts, expenses and assets.
Your Financial Coach will discuss this with you over the phone prior to your first session to let you know what documents they need.
over the phone prior to your first session to let
Bring Some Documents
We may ask that you bring in three months of financial statements so we can get a better idea of your income, debts, expenses and assets.
Your Financial Coach will discuss this with you over the phone prior to your first session to let you know what documents they need.
over the phone prior to your first session to let you know what documents they need. to your first session to let you know what documents they need.
We may ask that you bring in three months of financial statements so we can get a better idea of your income, debts, expenses and
Debt Reduction Plans
Budgeting/Spending Plans
Debt Reduction Plans
What We'll Go Over
In the first session, our Financial Coaches will go over your past, current, and future financial situation. They can address the concerns you have and cover topics beneficial to your goals and circumstances.
In any following sessions, they'll continue to work with you to implement and monitor your new financial plan.