coaching for success

ConsumerFinance.gov gives a dynamic description "A financial coach is a trained professional who collaborates with and guides their clients to reach their financial goals. The process is personalized and non-judgmental. Financial coaches provide support, encouragement, accountability, and tools to help people make informed decisions.

Financial coaches individualize their approach based on the unique needs of each person served, with the goal of helping them make progress in the area of their financial life that they identify as most important.

Financial coaching is a flexible approach that can work for many types of clients with a wide range of financial goals. People who receive financial coaching demonstrate: "

• Increased goal attainment
• Better money management skills
• Improved savings, debt levels, and credit scores
• More financial confidence

Coaching for individuals, couples and groups, in the area of finances, is designed for one thing.  Help each person become financially healthy so they can live the lifestyle they want!  Not only in retirement, but right now.  We work with women of all ages, helping them and their families become financially secure.  Couples financial coaching helps be sure both parties are on the same page in handling money both now and for retirement.  Coaching young adults concentrates in securing a financial foundation to avoid future pitfall and create a healthy relationship with money. Your financial management and financial planning is key and you want to start today. 

Setting your goals and writing out your vision (or vision board ) is great and I encourage it.  But, without consistent execution and a detailed strategy it's often just a dream.  Working with a coach, weekly and monthly, to reach your quarterly goals, shifts your business plan and marketing strategy to intentional accomplishments.  

Having a budget designed for both your business and personal needs is essential.  For business owners, it's essential to 'count the cost' of running your business and household, to protect the building of future assets.  Budgeting is much more that paying off debt.  It will determine how long it will take you and your business to reach your vision and lifestyle of choice. Retirement planning, financial planning and financial management are essential for your succession plan.

Enjoy a few financial facts listed below.