FINANCIAL COACHING

We live in a time in which everything anyone could ever want to learn, change, or do is available at their fingertips. Billions are spent every year on books, training, and education in pursuit of progress. But the truth is that most books are never read, most programs are never completed, and most of what is learned is never applied.

People have career goals, relationship goals, health goals, financial goals… but they also have doubts, fears, and distractions. Change is hard, especially when it comes to the way we approach finances.

Big goals take big commitment. Doing something new or scary is always better (and more likely to happen) with a partner or a guide. That is where our financial coaching comes in. Financial coaching is a specialised type of coaching that helps clients develop financial literacy and money management skills.

Think of a financial coach as a personal trainer, whose job is to help you discuss, establish, and uphold positive routines. Just as a personal trainer helps you understand your relationship with food and exercise, then creates strategies to prevent your natural desires from derailing your efforts and encourages you to stick to your plan, a financial coach does the same for your financial wellness.

We are there to help you establish a positive relationship with money and determine what your natural motivations are toward saving and spending – and then building accountability into your decisions going forward. Any changes clients wish to make must start with the way they think about and treat their money.

We help clients understand the importance of tracking their income and expenses; set real, attainable goals; and create spending plans that hold you accountable.

Our main goal is to create healthy financial habits and goals. These can range from day-to-day money management to planning for longer-term goals, helping you to identify the problem areas or challenges in your finances and develop strategies to overcome them.

Our affordable coaching sessions are specifically tailored to the client’s individual financial situation.

We want to help reduce financial stress and improve your overall financial wellness, by understanding how your attitudes and beliefs affect your overall financial situation.

We want to see our clients engaged and informed. Below are a few of our favourite award-winning apps we highly recommend using on your financial coaching journey with us.