What is a financial coach?
A financial coach provides an individualized service where we work together to identify your goals and create a plan to reach your goals.
A financial coach is NOT a counselor. We will not rehash your mistakes and dwell on the past. The goal of coaching is to focus on the FUTURE. Simple Success Financial Coaching provides a confidential and non-judgmental journey that provides encouragement, support and accountability.
What to expect from your coaching sessions?
Prior to your first session, we will email you a short list of information needed and ask that you submit beforehand. You don’t need to worry about collecting years of bank statements and tax documents. This process is meant to be simple and straightforward.
The forms will allow us to gather information needed to walk through debt reduction, budgeting and financial education. We will discover your financial goals, concerns and use that information to establish a path forward.
Every client has different needs, so coaching sessions are tailored to the client and their unique situation. Topics discussed in all coaching sessions are communication, debt elimination, budgeting, savings and financial goals.
Your coach will give you action items to follow up immediately after your first session. Our most successful clients hit the ground running as soon as they can after the very first session.
While you will not leave your first or second sessions with all of your issues solved, your coach will ensure you are equipped to solve them yourself. We will show you what to do, provide guidance and support but the heavy lifting is up to you.