At MyFinancialLifeCoach.net, our 1:1 Financial Life Coaching is very hands-on and we help you develop a plan specific to your unique situation and help you implement that plan. Unlike Financial Advisers, we do not sell investments, insurance or other financial products, so we can approach your goals with your needs in mind.
What are the Benefits of Financial Life Coaching?
• No more living paycheck to paycheck.
• Having money saved for emergencies.
• Building savings.
• Reducing or eliminating your debt (and reducing your stress.)
• Creating and living on a budget. Financial peace of mind.
• Having the peace and joy that comes from knowing you have a plan.
Financial Life Coaching empowers people to take control of their own financial situations and, in the end, their own destinies. Bryan Cooper - Financial Life Coach
Step 1 - The Consultation:
The coaching process begins with a free 30-minute consultation. During the consultation we get to know each other and learn more about your unique financial situation, your goals, and your priorities. We then discuss future coaching options so you can make an informed decision about how to best move forward toward reaching your goals. Only you can decide to take the steps necessary to change your financial future. We know that you are very busy! To better serve our clients we offer evening consultations. Click here to contact us about scheduling your free 30 minute consultation.
Step 2 - Coaching Session 1 - Foundation & Base Strategy:
This coaching session lasts 2-2.5 hours. It begins with setting your personal goals, covering foundational financial principles, and ends with you leaving with a personalized spending plan based on your situation and your goals.
Step 3 - Coaching Session 2 - Continuing Improvement/ Strategy:
This coaching session will last about an hour and is scheduled 3-5 weeks after Session 1. We use this session to measure results, encourage you, and fine tune your plan. An optional third session is available if needed at no additional cost.
In addition, we are available for email and phone support for six months following Coaching Session #1.
Contact us to schedule a free 30-minute consultation about our services; no obligation required. To schedule your free 30-minute consultation click here.
Note: 1:1 Coaching is only available at our Delaware Ohio location. If 1:1 coaching does not meet your need due to schedule or location, you may want to consider our Balance Up online program. Click here for more details.
Our role is that of a teacher and coach, and our job is not complete until the clients understand their finances and the direction in which they need to go. We do not sell investments, insurance, or other financial products, so we can approach our clients' goals with their needs in mind, not ours. The principles taught in the coaching sessions and the seminars are the same principles we use with our own personal finances.
Dave’s Seven Baby Steps:
- $1,000 to start an Emergency Fund
- Pay off all debt using the Debt Snowball
- Three to six months of expenses in savings
- Invest 15 percent of household income into Roth IRAs and pre-tax retirement
- College funding for children
- Pay off home early
- Build wealth and give!
Our role is that of a teacher and coach, and our job is not complete until the client understands their finances and the direction in which they need to go. We do not sell investments, insurance or other financial products, so we can approach our client's goals with their needs in mind, not ours. The principles taught in the coaching sessions and the seminars are the same principles we use with our own personal finances. It is important to remember that working with a Personal Finance Coach is part of a process, not an event, not a quick fix. It is a process where priorities are put down on paper, adjusted, fine tuned, and followed.
In accordance with IRS Circular 230, any US federal tax information provided in this document is not intended or written to be used to avoid tax penalties that may be imposed on the recipient or any other taxpayer, or to promote, market or recommend a partnership, entity, investment strategy, arrangement or other transaction addressed herein.