FAQ
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What is financial coaching, and how is it different from financial advising?
Financial coaching focuses on guiding you through your financial habits, systems, and goals to help you build a strong financial foundation. Unlike a financial advisor, I don’t manage investments or sell financial products—I provide practical strategies, education, and accountability to help you take control of your money with confidence.
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Why should I pay for financial coaching when I could just figure this out on my own?
You can absolutely try to figure this out on your own—but if you’re here, you’re probably feeling stuck, stressed, or just tired of spinning your wheels. Maybe you and your partner struggle to have money conversations without frustration, or you feel like you make decent money but never see progress. Maybe you’re caught in the cycle of living paycheck to paycheck or relying on debt to get through tight months.
The truth is, financial coaching isn’t just about budgeting—it’s about creating a system that works for your real life. I help you see the full picture, make a plan that actually fits your family’s goals, and move forward with confidence.
You’re not just paying for advice—you’re investing in clarity, a roadmap, and the support to finally make real, lasting progress. If you’ve been trying to do this alone and feeling stuck, coaching gives you the tools, strategy, and accountability to make meaningful change.
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Is financial coaching right for me?
If you feel stressed, uncertain, or stuck when it comes to your finances—or if you and your partner struggle to get on the same page—financial coaching can help. I work with:
- Parents who want to set their teens and young adults up for financial independence
- Engaged couples looking to merge finances and start their marriage strong
- Married couples who want to improve communication and financial teamwork
- Individuals or families who want clear, actionable steps to reach their financial goals -
What happens in the free 15-minute consultation?
This is a no-pressure conversation to:
- Discuss your financial concerns and goals
- Answer any questions about financial coaching
- Determine whether coaching is the right fit for you
- There’s no obligation to move forward—just a chance to explore how I can help!
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What if my spouse and I don’t agree on finances?
That’s exactly why financial coaching can be helpful! Many couples struggle with differing money mindsets, spending habits, or financial priorities. My coaching sessions help you:
- Have open, judgment-free conversations about money
- Find common ground and set shared financial goals
- Create a financial system that works for both of you
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Will I have to follow a strict budget?
Financial coaching isn’t about forcing a one-size-fits-all budget on you. Instead, I help you:
- Understand your spending habits
- Prioritize your financial goals
- Align your spending with your values
- Create a system that aligns with your values
A budget should work for you, not feel restrictive. My goal is to help you build financial confidence, not take away the things you love.
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What’s the difference between the Money Map Discovery Session and ongoing coaching?
The Money Map Discovery Session is a one-time, 2-hour deep dive where we:
Review your financial situation
Identify your financial starting point
Outline a personalized roadmap for moving forward
Provide clear next steps—whether you continue on your own or with coaching
Ongoing coaching is for those who want continued support, accountability, and guidance in implementing their plan, refining their financial systems, and staying on track.
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How long should I commit to coaching?
It all depends on your goals! Some clients just need the Money Map Discovery Session to get clarity, while others benefit from ongoing coaching to develop stronger financial habits and make lasting progress.
I offer a month-to-month coaching option for flexibility, or you can prepay for 3 months and save 10%.
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What if I’m not good with numbers or budgeting?
That’s okay! Financial coaching isn’t about being a math expert—it’s about learning simple, practical strategies that work for real life. I’ll help you create a financial system that feels doable, not overwhelming.
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How do I get started?
The first step is booking a free 15-minute consultation. From there, we can decide together if coaching is the right fit for you. Click below to schedule your call!