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Wealth-On-Purpose

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Home
Workshops & Programs
Coaching
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More
  • Home
  • Workshops & Programs
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  • Corporate

coaching for success

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What is Financial Coaching?

 

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

WOP Financial Coaching Services

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. 

Financial Management/Coaching for Health, Stability & Affluence

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.  

The B word...BUDGET

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.

Financial FAQs

Enjoy a few financial facts listed below.

Financial Coaching for Health & Stability

Americans Saving

Americans Saving

Americans Saving

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2017 GobankingRates survey: 69% of Americans reported having less than $1,000 in savings and 39% have NO savings at all.

By Age 50

Americans Saving

Americans Saving

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According to CNBC Make IT: Create Financial Stability. By age 50-You should have five times your salary saved.


No 401(k)

Americans Saving

Average Income

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An article on www.cnbc.com, "How many Americans don't have access to a 401(k)" shared that many Americans are unable to contribute to one.  Why? Because not all companies, especially small businesses with less that 100 employees, offer a 401(k) to their employees.  They must seek out alternatives.

Average Income

Average Income

Average Income

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The 2015 Census shows the median household income was $56,516 and in the US there are 202 with an income over $50 Million.(www.wallethacks.com)

U.S. Debt

Average Income

Rich Women

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www.marketwatch.com February 13, 2018 article: The US is now over $20 trillion in debt!

Rich Women

Average Income

Rich Women

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www.time.com "The 10 Richest Women in America"  In their Money section article, January 11, 2018 it stated that "the 10 richest women are all descendants or widows of the founders of some of the biggest companies in the country-from Walmart to Apple to Mars candy"

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