Financial Coaching

Financial Coaching

Are you ready to take control of your money so you can live the life you deserve?  Are you wondering whether you should spend money or time on graduate or master’s classes in order to advance in your career?  Are you looking to move out of your career and take a chance on something you’ve always wanted to do, but lack the information on what that will mean towards your bottom line?  Are you looking for expert advice on where to go to college and how much money you should spend on tuition?  Is your family divided on whether you should go to college or move into the workforce?  We’re ready to help you answer those questions!

Financial Coaching Can Help You With:
Credit card debt | Overspending | Underearning | Budgets | Saving

What Does Coaching Do?

  • Support you with education and advice.
  • Provide non-judgmental guidance and support.
  • Need something explained or researched? Send an email and you’ll get the information.
  • Hold you accountable when you need it most.
  • Regular sessions will ensure that you stay on track for your financial goals.
  • Leave you with the tools you need.
  • Replace current money habits with new habits that make it easier to meet your goals.


1. Dig Deep:
Let’s learn about your money experiences, mindset, and habits through a series of online questionnaires.

2. Create a Budget:
We’ll create a spreadsheet showing expenses, income, and spending.

3. Let’s Create a Map!
Come up with realistic steps to reach your goals, whether it’s a debt payment or savings schedule.

Learn more during a free 20 Minute Introduction Call by calling our office at 315-637-5153.

Budget Deep-Dive Session:
Perfect for someone just looking to get pointed in the right direction or looking for answers to specific questions.

A personal financial analysis to identify your starting point.

One 90-minute phone session.

Personalized recap and action guide after the session to provide a clear way forward.

Ongoing Monthly Coaching:
For someone looking to make real, positive changes to their current financial situation.

Money landscape analysis to identify your starting point.

One 90-minute phone session per month.

Personalized recap and action guide after each session to provide a clear way forward.